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Feb 17, 2009 10:33 pm

This thread is for venting about mismanagement, inquiring about technology, guidance for switching firms and anything else aside from retention (there's already a long established thread for that subject).


Why is it that I feel like an inmate trying to get time off for good behavior by teaching the ropes to the new additions on the cell block?...or is it an insane asylum??? 

Feb 17, 2009 10:41 pm

This is a needed thread and it is probably my fault for starting the bitching in the retention thread....

 
 
I just didn't want to be the newbie that started his own thread!
 
 
Smart Staion is OK   or should I call it "Click Sation" as it takes 4 to 8 times the amount of clicks to get the same info... Some info cannot be found, some functions are gone and the Contact Management is an abamanation!
 
 
I truly can't believe that WB had AGE advisors in on the meetings when they desinged this software?
 
There is NO notepad.  Or at least there is not one that is functional...only a history of notes, which each must be opened individually to read....uuuughhhhh....F*ing IDIOTS!!!
And to change a date on a to-do takes 5 clicks instead of one...it's aweful, just aweful!!!  Best part is that the model already exist in Outlook.  I think these people actually want to make it worse!   I think that is their goal, to absolutely ruin whatever good AGE had and if so, they are succeeding!
 
 
OK, I'm done....I will continue to bark up the ladder while I look for a new home.  Either, they fix or I move...  Last straw!
Feb 17, 2009 10:49 pm

well mucker, you're only one day in. once you get accustomed, you may find it to be a worthy tool. 

 
i hated it when i first got here, as it's a far cry for smith barney's nextgen, but give it a few weeks. 
 
 
Feb 17, 2009 10:53 pm

mucker makes one broker ready to move.  thread counter at 1

Feb 17, 2009 10:56 pm
go_huskies:

mucker makes one broker ready to move.  thread counter at 1

 
Our entire office is talking to Raymond James...That is close to $9M in production... Even DL would call that a "regretable"!
 
 
And we have already lost close to a Million to indi's...
 
Vodka's gone, time for bed...
Feb 17, 2009 11:51 pm
Mucker:

This is a needed thread and it is probably my fault for starting the bitching in the retention thread....

 
 
I just didn't want to be the newbie that started his own thread!
 
 
Smart Staion is OK   or should I call it "Click Sation" as it takes 4 to 8 times the amount of clicks to get the same info... Some info cannot be found, some functions are gone and the Contact Management is an abamanation!
 
 
I truly can't believe that WB had AGE advisors in on the meetings when they desinged this software?
 
There is NO notepad.  Or at least there is not one that is functional...only a history of notes, which each must be opened individually to read....uuuughhhhh....F*ing IDIOTS!!!
And to change a date on a to-do takes 5 clicks instead of one...it's aweful, just aweful!!!  Best part is that the model already exist in Outlook.  I think these people actually want to make it worse!   I think that is their goal, to absolutely ruin whatever good AGE had and if so, they are succeeding!
 
 
OK, I'm done....I will continue to bark up the ladder while I look for a new home.  Either, they fix or I move...  Last straw!
Feb 17, 2009 11:54 pm

I couldn't agree more.  You've nailed it.  Our whole office is furious about the Smart Station.  I just can't belive they did away with Broker Vision.  IDIOTS!!!

Feb 18, 2009 9:20 am
go_huskies:

well mucker, you're only one day in. once you get accustomed, you may find it to be a worthy tool.



i hated it when i first got here, as it's a far cry for smith barney's nextgen, but give it a few weeks.







Really? It's even worse than Nextgen? I've been checking out my options lately and while I know that Nextgen isn't the worst of them I certainly don't want to regret a move that leaves me with helpless software.



Would you mind telling me what you could do with Nextgen that you couldn't with the system you're on?

Feb 18, 2009 9:45 am

WB knew the contact management system was going to be an issue back in the summer of 07. They were not going to be able to replicate what AGE had by the time of conversion.
Trying to retro fit the the AGE contact management system would have required almost a complete rewrite anyway and would not be ready in time of conversion.

Since WB was basically starting from scratch, the decision was to use AGEs system as a guide on what end product needed to do and focus on getting the underling infastructure correct for the first couple of releases. This would allow, in theory, IT to build out new functionalitly quicker and cheaper going forward. The bad part is the first  few releases, from a legacy AGE standpoint, are less than impressive.

WB has tried in the past, of getting somthing out the door that matches a prior systems functionality but required short cuts on the underling design. This ment that any improvements brokers wanted took 4 times as long and were way more expensive. Many request were flat out rejected.

From experiance, it was very frustrationg requesting obvios enhancments and being told the system was not designed to do that, it would require massive rework, etc. Hopfully this path will serve you better then the prior path served me.



Feb 18, 2009 12:57 pm

Loving the Dune reference id, Paul Atreides

Feb 18, 2009 1:29 pm

Thanks stefany_t , wondered if anybody on these forums would get the reference.

Feb 18, 2009 1:31 pm

Love Dune, although I admit, it has been a while since I read it.

Feb 18, 2009 8:01 pm
PaulAtreides:

WB knew the contact management system was going to be an issue back in the summer of 07. They were not going to be able to replicate what AGE had by the time of conversion.
Trying to retro fit the the AGE contact management system would have required almost a complete rewrite anyway and would not be ready in time of conversion.

Since WB was basically starting from scratch, the decision was to use AGEs system as a guide on what end product needed to do and focus on getting the underling infastructure correct for the first couple of releases. This would allow, in theory, IT to build out new functionalitly quicker and cheaper going forward. The bad part is the first  few releases, from a legacy AGE standpoint, are less than impressive.

WB has tried in the past, of getting somthing out the door that matches a prior systems functionality but required short cuts on the underling design. This ment that any improvements brokers wanted took 4 times as long and were way more expensive. Many request were flat out rejected.

From experiance, it was very frustrationg requesting obvios enhancments and being told the system was not designed to do that, it would require massive rework, etc. Hopfully this path will serve you better then the prior path served me.

 
Seems WB doesn't realize they are there for me, not vice-versa.  I;m barely a "regretable" so maybe they just don't give a rats ass!   I sure do miss Ben and his firm.
Feb 18, 2009 9:00 pm
Mucker:
PaulAtreides:

WB knew the contact management system was going to be an issue back in the summer of 07. They were not going to be able to replicate what AGE had by the time of conversion.
Trying to retro fit the the AGE contact management system would have required almost a complete rewrite anyway and would not be ready in time of conversion.

Since WB was basically starting from scratch, the decision was to use AGEs system as a guide on what end product needed to do and focus on getting the underling infastructure correct for the first couple of releases. This would allow, in theory, IT to build out new functionalitly quicker and cheaper going forward. The bad part is the first  few releases, from a legacy AGE standpoint, are less than impressive.

WB has tried in the past, of getting somthing out the door that matches a prior systems functionality but required short cuts on the underling design. This ment that any improvements brokers wanted took 4 times as long and were way more expensive. Many request were flat out rejected.

From experiance, it was very frustrationg requesting obvios enhancments and being told the system was not designed to do that, it would require massive rework, etc. Hopfully this path will serve you better then the prior path served me.

 
Seems WB doesn't realize they are there for me, not vice-versa.  I;m barely a "regretable" so maybe they just don't give a rats ass!   I sure do miss Ben and his firm.



Prior to the AGE deal I would say yes, DL knew for him to be #1 by 2010 he had to worry about the brokers. That is what drives DL. With the new deal I am not as sure. Ultimately he knows he needs you guys, but with a larger FA base he can have more people pissed off.

I spoke with an operating committee, last year and asked how they were going to pull this merger off. This person said the OC knew there were going to be as lot of mad FAs, but was confident the OC could keep the anger from boiling over. Have not heard the lastest attretion numbers so I do not if this person was correct.

As an aside, I am sure DL is tring everything he can to get you guys a check. The part I find unblievable is he has not delivered. Says alot about where you guys stand with WFC. Under WB you would have gotten paid already.

Feb 18, 2009 9:25 pm

Paul,

Why not just use the AGE system instead of the WS system? I was better no question. I do not get the logic to step down all the AGE guys and upset them so badly. Why not step up the WS guys. Clients hate the online access compared to the AGE stuff as well. Another miss. When we were told that we would use the best of both systems was that just BS or did something change that made that not possiable.
Feb 18, 2009 9:30 pm
albert:

Paul,

Why not just use the AGE system instead of the WS system? I was better no question. I do not get the logic to step down all the AGE guys and upset them so badly. Why not step up the WS guys. Clients hate the online access compared to the AGE stuff as well. Another miss. When we were told that we would use the best of both systems was that just BS or did something change that made that not possiable.
Welcome to the club...it was ALWAYS BS. Nothing but a sales job (and a good one at that).  Look at the outcome.  Can you really say many of the AGE practices have been incorporated? This firm is very unfriendly to both clients and the FA's.
I'm just mad at myself for believing it might work out.
Feb 18, 2009 9:31 pm

Has DL told  the truth about anything to you guys in the last 18months? Anything??

Feb 18, 2009 9:37 pm
PaulAtreides:
Mucker:
PaulAtreides:

WB knew the contact management system was going to be an issue back in the summer of 07. They were not going to be able to replicate what AGE had by the time of conversion.
Trying to retro fit the the AGE contact management system would have required almost a complete rewrite anyway and would not be ready in time of conversion.

Since WB was basically starting from scratch, the decision was to use AGEs system as a guide on what end product needed to do and focus on getting the underling infastructure correct for the first couple of releases. This would allow, in theory, IT to build out new functionalitly quicker and cheaper going forward. The bad part is the first  few releases, from a legacy AGE standpoint, are less than impressive.

WB has tried in the past, of getting somthing out the door that matches a prior systems functionality but required short cuts on the underling design. This ment that any improvements brokers wanted took 4 times as long and were way more expensive. Many request were flat out rejected.

From experiance, it was very frustrationg requesting obvios enhancments and being told the system was not designed to do that, it would require massive rework, etc. Hopfully this path will serve you better then the prior path served me.

 
Seems WB doesn't realize they are there for me, not vice-versa.  I;m barely a "regretable" so maybe they just don't give a rats ass!   I sure do miss Ben and his firm.



Prior to the AGE deal I would say yes, DL knew for him to be #1 by 2010 he had to worry about the brokers. That is what drives DL. With the new deal I am not as sure. Ultimately he knows he needs you guys, but with a larger FA base he can have more people pissed off.

I spoke with an operating committee, last year and asked how they were going to pull this merger off. This person said the OC knew there were going to be as lot of mad FAs, but was confident the OC could keep the anger from boiling over. Have not heard the lastest attretion numbers so I do not if this person was correct.

As an aside, I am sure DL is tring everything he can to get you guys a check. The part I find unblievable is he has not delivered. Says alot about where you guys stand with WFC. Under WB you would have gotten paid already.

 
AGE is down to 5800 brokers from 7200, but only about 20% of them are "regretables"...
 
Feb 18, 2009 9:38 pm
mnbondguy:

Has DL told  the truth about anything to you guys in the last 18months? Anything??

Lets see: "the 5 stakes in the ground, the bond desk is not a profit center, we will take the best of both firms, you are managements clients, I'll only put it half way in..."
awww, NO.
Feb 18, 2009 9:39 pm

He has said things were going to get worse before they got better. I did not realize he ment things that we could controll!