“Investments, technology and service – shaped around you”
Synopsis:
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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.
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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.”
Company Info
HQ: London
Founded: 2002
Product Displayed: Digital client experience – 7IMagine
Presenter: Pete Wyatt
