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Portals

Using portals to serve clients as they want to be served

Event Date: Wednesday, Sept. 7, 2011 CPE: 1 hour

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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.

>> Register NOW to learn how portals can help you better serve clients <<

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.

>> Register NOW to learn how portals can help you better serve clients <<

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.