Client Portals are Rocket Science - aren’t they? Not really... and they can really propel your Customer Experience.
Many Asset and Wealth Managers that consider upgrading their Client Portals find it too big a task: complex, expensive or costly. In this webinar, we will attempt to debunk these common myths, and help you build a pathway to upgrade your digital client experience. Is it easy? No, but it is no Rocket Science either!
What we will cover:
- Why Client Portals are critical
- Common misconceptions debunked
- Best practices when designing portals
- Practical steps to get started
About the webinar
Theo Paraskevopoulos is CEO of GrowCreate, an independent Cloud software and CX company. Invessed is a platform that helps Asset and Wealth Managers manage their data and power websites, client portals and apps.