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AICPA & CIMA ENGAGE 2021

ENG21LL22 - ENG21LL22. Tech Demo - Client Experience Isn’t Just Your Client Portal: It’s a Whole Framework, presented by Orion Advisor Solutions (non-CPE)


Jul 28, 2021 4:30pm ‐ Jul 28, 2021 4:55pm


Standard: $49.00

Description

Client experience is your clients’ perception of every interaction they have with your firm… whether it’s seeing an ad, the experience of inputting their financial data, meeting with their advisor, reviewing reports, and the list goes on. Leverage this seamless framework to ensure your client experience is buttoned up for the entire advisor-client journey - from prospecting to billing to everything in between.

Speaker(s):

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