Serve Clients the Way They Want to be Served
Free CPE Webcast:Wednesday, November 30, 2011 – 2 p.m. EST
Join Darren and John as they discuss:
- Learn how an integrated Document Management solution provides firms with a secure, easy and efficient way to store and find documents to facilitate paperless workflows.
- Developing a system that enables firms to be highly responsive to their clients’ requests and needs.
- Creating an environment that offers clients 24/7 access to their financial information using advanced technologies.
Receive 1 hour of free CPE credit for participating in this live webcast.
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