COVID-19 has changed the way we engage. Digital is more important than ever.
Interacting with customers through a variety of channels can help strengthen your relationships.
In this webinar, we look at the trends driving the move towards digital tools as an important part of an advice practice’s client engagement strategy, and look at ways your advice software can help you better reach, educate and engage your clients.
Click the button below to watch the webinar on-demand.