Using portals to serve clients as they want to be served

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.

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