Why did Raymond James start using Tablets in the first place?

A small group of users asked for them, so we did a project to select a tablet. The potential for future use, as a way to collect electronic signatures on documents, was present for a few years; but that gradually went away as the advent of signature pads and other technologies evolved. Today, our tablet users are very specialized.

What software do your advisors run that are optimized for inking? Primarily Microsoft OneNote and the Microsoft Office Suites. Can you tell us how tablets make your employees more efficient compared to using standard notebooks?

Our pen-savvy associates gain efficiency while taking notes in meetings. OneNote is a very powerful tool that replaces the old pen and paper method. OneNote makes it possible to search handwritten notes, create Outlook tasks, set reminders, and flag items for follow-up.

Tablet PCs are generally more expensive than other devices. Can you easily justify the extra cost? Yes and no.

It’s easy to see that the savings achieved by our ... more.

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