Why Use the Client Portal? (Training Webinar)

In this webinar, we provided an overview of the Client Experience. This introductory session walked through what the Portal is, and why it’s a powerful client relationship tool.

Watch the Recording

Topics Covered

  • Engaging Clients
  • Core Values
  • Features

Resources

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

Amanda Willigmann

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