“Investments, technology and service – shaped around you”
If delivering an unrivalled digital client experience as part of a full financial planning service is important to your business model then this session is relevant to you.
We will be demoing 7IMagine which is the financial planning and client reporting app which could be the answer to enhancing your overall client experience.
In their own words:
“During this session we will demo how an engaging digital experience can bring financial plans to life.
We will also cover how many advisers have moved to using a digital client app to assist with their online client reviews and how this is translating to face-to-face meetings as we now move out of the solely virtual world and into the new normal of a mix of face to face and virtual meetings.
Our app, 7IMagine, could be the missing digital link to delivering your overall client experience.”
Product Displayed: Digital client experience – 7IMagine
Presenter: Pete Wyatt