The advisor walks the client through the options by presenting the financial planning application live during the web meeting.Ī software company develops and sells a variety of software packages to their clients. The finanical advisor schedules a Mikogo meeting with his client who then joins the online meeting from their own office. But without being able to show the clients via the financial planning application, it can be extremely difficult to explain the options. The financial advisor could email all the data to him, along with the investment options, and hope that the client understands everything. Unfortunately his client, like many, is too busy to make the trip over town for a face-to-face chat. He has prepared all the files and input all the client’s financial data into his financial planning software application. The HTML Viewer is just visiting any website – all the client needs is a browser and an Internet connection.Ī financial advisor would like to discuss his client’s accounts and investment opportunities. The client connects to the meeting from within their browser. The salesperson starts a Mikogo session on their end and invites the client to join the screen sharing meeting via the HTML Viewer. Plus the client has issues with their company network and firewalls which block unknown downloads. But the client is cautious and does not trust nor want to download unknown software. The sales rep wants to demonstrate his/her company’s product and services and needs to present the content from his/her computer screen to the client. A salesperson is on a call with a potential new client.

Mikogo rci