Deliver engaging, trustworthy support in a changing, digital-first environment.
In today’s changing landscape, your clients are looking for trust and transparency more than ever before—especially when it comes to their finances. Join Salesforce, Brightmark, and Conga for a webinar to learn how you can deliver that support and stay connected and engaged with clients in a digital-only environment.
You’ll walk away with actionable insights into how to:
- Digitally onboard clients
- Provide the most up-to-date information
- Keep clients engaged during renewals and updates
- Select the best tools to streamline these processes, and how to implement them in your own firm
Register today and let us know what kinds of specific use cases you’d like to see explained in the webinar. The first 100 registrants will receive a gift card for lunch on us to enjoy during the webinar. Join us Wednesday, June 3rd at 1:00 PM for these best practices and an engaging discussion!