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:

  1. Why Client Portals are critical
  2. Common misconceptions debunked
  3. Best practices when designing portals
  4. Practical steps to get started


View the slides on SlideShare

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.