In this webinar, you learned how to attract and convert prospects with eMoney.
- Developing a process when customizing client portal
- Client portal best practices
- Additional defaults to apply to client list
- Client Portal Spending Rules
- Client Portal Connection Resources
- Client Portal Budgeting Basics
- Client Site Overview
- Client Site Onboarding
If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page.