Join Darren, John and Phil as they discuss how portals can be used to enhance customer relationships. By building an internal system that accommodates both the “all-digitals” and the “needs-more-personal-attention” clients, you will be able to provide services that support the way the client wishes to be served.
In this webcast, you will learn how to:
- Create an environment that offers clients 24/7 access to their financial information using advanced technologies.
- Develop a system that enables you to be highly responsive to your clients’ requests and needs.
- Position yourself as a trusted advisor by always being available.
Wednesday, Sept. 7, 2011 – 2 p.m. EDT
Receive 1 hour of CPE credit for participating in this live webcast.
All attendees of this live event will be entered into a drawing for a chance to win a FREE Apple iPad 2.