How to Position emX for Prospects (Training Webinar)

This webinar focuses on how to position emX for prospects and the best way to help them understand the software. Topics include:

  • Client-facing marketing materials
  • Client portal access
  • Planning and interactive tools
  • Sample presentation

Click here to watch the recording. 

If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page and select the Webcasts tab.

Amanda Willigmann

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