This webinar is the first of a five-part Client Portal discovery series where we'll share ideas and the best practice approach for your Client Portal strategy.
If you are an Xplan client or user, or are interested in learning more about the Client Portal, this webinar series is for you. Available through Xplan, Client Portal offers a better way to securely connect and communicate with your clients and provide them with an online view of their investments and financial life.
By attending this webinar you'll discover:
- What Client Portal is and the best practice approach for your Client Portal strategy.
- The importance of a clear rollout plan and ensuring this aligns to key business objectives.
- How to decide what features to take advantage of in Client Portal, so you can set it up to best suit your business and client needs.
- How to overcome common barriers of launching Client Portal in your business.
Dates & times (all webinars will last for one hour):
- AU: Tues 10th Nov, 12:00pm AEDT or Wed 11th Nov, 1:00pm AEDT
- NZ: Tues 10th Nov, 2:00pm NZDT or Wed 11th Nov, 3:00pm NZDT
- SA: Thu 12th Nov, 12:00pm SAST or Fri 13th Nov, 12:00pm SAST
- UK: Thu 12th Nov, 10:00am GMT or Fri 13th Nov, 10:00am GMT
How do I register?
Please visit the Iress training site and click on your region. You can book your free place and find out more in the webinars section there.
