A Streamlined Method for Connecting Manual Accounts – Coming Next Month

To create a more streamlined client experience, we’re simplifying the process of linking manual accounts on the Client Site. Next month, we’ll update the Client Portal to include a Link button on manual accounts. This button will initiate a new step that walks your clients through the process of linking the account with their financial institution, creating…

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Best Tools for Each Type of Client (Training Webinar)

In this webinar, you’ll learn how to customize your process to meet the unique needs of your client base. Topics Covered Tools for Prospecting Lead Capture Needs Analysis Client Site Portal Resources Introducing Lead Capture: Streamlined Lead Management Needs Analysis Overview (Training Webinar) Taking a Millennial from Prospect to Client If you’d like to register…

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