We will show you how to accelerate your advice efficiency and client engagement by using some powerful client-facing digital tools.
During this 30-minute webinar on Monday July 17, we will show you how the right client engagement, builds bridges, creates trust, saves you time and sets you apart from your competitors.
9:00 am – WA
10:30 am – SA/NT
11:00 am – QLD, NSW & VIC/TAS
If you are not currently using MyProsperity or Feedsy, it will be an excellent opportunity to see how the platforms work and how they can be integrated with each other.
– Secure portal to share information with clients
– Leverage the rise of mobile app usage
– Tapping into the next generation
– Millennials advice
– Improving data quality
– Obtaining more clients
– Higher retention
– Delighting your best clients
– Two-way client engagement
– Having a content archive at your fingertips
– Saving time with client engagement automation
– Employ targeted marketing campaigns
* We have allowed an additional 15 minutes for questions if required.
National Business Development Manager
Founder and Director
Feedsy Pty Ltd
** All registrants receive a recording of the webinar **