Imagine focusing 100% on your client engagement and having an automatic file note appear in your CRM within minutes of concluding the conversation. In this webinar we explore and demonstrate smart technology options that make a meaningful difference to a financial adviser in their typical working environment. Upgrade and form habits that utilise new communication technologies in order to significantly lift your client experience, productivity and compliance simultaneously. Record-keeping based on real conversations is the most accurate and efficient approach. Automate your digital client engagement platform, freeing you up to spend more time on what you enjoy the most and do best.
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