Even the smartest advisors can leave their clients with a lackluster impression if the client experience is a hassle, confusing or inconvenient. And that won’t drum up new business.
Having a strong and clear digital footprint is crucial to your firm’s growth. It’s time to own your brand and give clients the positive experience in and outside your office that they deserve.
Join Andrew Rogers, Senior Product Manager, and Kim Mackrill, Senior Vice President of Marketing, for a one-hour webinar on March 5 to learn how to transform your client conversations and their online experience.
Offers one-click communication
Cuts the average time it takes to complete client reviews in half
Helps you anticipate changes in your clients’ lives
Monitors and documents annual meetings
Keeps you and your clients accountable and on track
And so much more!
Fill out the form to watch an on-demand version of the On Track with Technology: The CX and Gameplan Advantage webinar!