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In less than 2 weeks, we have an insightful webinar with our friends from Superpath on 'How a Simple Report Fixed a Broken Client Relationship & Saved Our Agency'. In this presentation, George Chasiotis will share the story of why we failed to communicate the impact of our work and how we managed to build a report that changed the narrative and helped us get on client calls with confidence. Save the date: Friday, March 15th, at 12:00 PM (EST) *Registration link in the first comment

Struggling with 20-step workflows that produce the wrong outcomes and confuse your team and clients? Simplifying workflows can increase productivity, enhance clarity, and improve client experiences. Join us on April 5th, 10:00 - 10:30 AM PST with Confido's Emery Wager & Simpson & Associates, LLC's Casita Simpson, FRP to discover principles for building simple, easily editable no-code workflows that deliver the right results. Watch here: https://hubs.la/Q02rhCbz0

For call center managers, understanding why certain calls aren’t resolved the first time is crucial. InsightPro goes beyond just tracking call reasons—it helps uncover where first call resolution is falling short, even with lower-volume issues. —-- PS – Want to see how InsightPro can help improve your first call resolution rates? Visit https://insightpro.ai

Feeling the 4th quarter crunch? Need to push some analyses through--before year’s end? Planning for next year’s budget? Contact PTL’s Customer Service and we’ll help lighten your load: https://ow.ly/YjAc50TIVQn. #particletechnologylabs #contractlab #particleanalysis #particlecharacterization #fourthquartercrunch #particleanalysisexperts #particletechnology #analyticallab #particletesting

Did you know…? All it takes is a 5% increase in your client retention rate to see as much as a 25% increase in profits! Those are the kind of stats we like and we’re pretty sure you’ll like all of the key features that make DocPortal a great retention tool. Discover them at https://docportal.co.uk/

Did you hear the news? MyCase now offers Dynamic Client Intake Forms With Conditional Logic. This exciting update means our new online client intake forms will save you time by syncing directly with MyCase, eliminating the need for manual data entry, lengthy calls, and/or in-person meetings. Plus, the addition of conditional questions makes the experience more personalized and user-friendly for potential clients. Read more here and learn how this update can benefit you and your firm ➡️ https://bit.ly/46o3LGa

Want to know what your clients are saying about your firm? Check out our blog post to learn how to collect client feedback with backdocket and utilize it to help boost your firm’s services and profitability: https://bit.ly/4aYnSf2

Elevate Your Client Experience with Real-Time Insights 🌟 Client satisfaction is at the heart of every successful wealth management firm. With Contengo’s MI Dashboards and Client Portals, you can offer real-time access to financial information, fostering transparency and trust. Our solutions simplify complex data, providing clients with the insights they need. Whether managing investments, monitoring performance, or communicating strategies, Contengo enhances every client interaction. Don’t let outdated systems hinder your relationships—embrace the future with Contengo! #ClientExperience #WealthManagement #Transparency #ClientSuccess

Wondering how to make the reporting process as efficient as possible? Our automated client reporting guide has all the answers! Discover the benefits of automated reports and learn how to set them up to save time and effort 👉 https://lnkd.in/dTB3FJvH

Finding the ideal partnership is crucial. Discover tips for navigating the advisor-TPA relationship and maximizing client outcomes during our webcast tomorrow. Register now! https://ow.ly/NVQo50SNvqi