• Home
  • Partner Webinar: 30 Minute Overview: The Latest CRM and Document Management Technology for RIAs

Partner Webinar: 30 Minute Overview: The Latest CRM and Document Management Technology for RIAs

  • Wednesday, July 20, 2016
  • 11:00 AM
  • Webinar
 

Get up to speed in less than 30 minutes.

RIAs need robust technology solutions that work together and are easy to use.  Join us for this informative, 30 minute overview that will get you up get you up to speed on the latest CRM and document management technology for RIAs. 

We'll cover:

  • XLR8/Salesforce CRM - a customized CRM designed with you in mind
  • Workflow automation - the path to efficiency, client satisfaction and compliance
  • Top integrations - including Schwab Open View Gateway and Worldox Cloud for RIAs

Your CRM should be better!

Salesforce XLR8 + Worldox Cloud for RIAs


Space is limited.  Register Today!

http://info.trumpetinc.com/your-crm-could-be-better-salesforce-worldox



Presenters

 Mary_Ferguson_-_about.png

Jo_About_Sq_Pic.png





FPA
of Greater Phoenix

480-483-9035
Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
 
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

info@FPAofPhoenix.org   
Copyright (c) 2017   FPA of Greater Phoenix                                          Terms of Use     Privacy Policy