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Free CPE Webcast: Using Document Management & Portals to Drive Paperless Efficiency

Nov. 22, 2011

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Serve Clients the Way They Want to be Served

Free CPE Webcast:Wednesday, November 30, 2011 – 2 p.m. EST

>>> Register Now <<<

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.

>>> Register Now <<<

Receive 1 hour of free CPE credit for participating in this live webcast.