Recorded: Wed Sep 10 2008 | 1:00 PM EDT | 1 hour
Available on demand until Wed Oct 8 2008
The End of CRM Complexity
A live webinar and demo about Upswing CRM
A live webinar for financial advisors and their assistants about Upswing CRM with a "guest customer" Roy Jones of LPL Financial. See and ask questions about the new Web 2.0 customer relationship management solution for financial advisors.
http://www.eventspan.com/event/o1znt3trms4
You're invited to a live demonstration of Version 2.0 of "Upswing CRM for Financial Advisors."
Join Alex Turnbull, product manager for Upswing in an informative presentation and demo with live Q&A. The power and simplicity of the Upswing CRM web-based application for financial advisors will be demonstrated in detail.
This webinar will also feature guest speaker Roy Jones of LPL Financial, a successful advisor and CRM power-user who will share with the audience how he uses Upswing CRM and his views on current and planned features of Upswing CRM for Financial Advisors.
- Independent Financial Advisors
- Registered Investment Advisors
- Insurance-affiliated Investment Advisors
- Assistants to Advisors
- Upswing CRM features and functionality demonstration (signing up, importing, integration with Albridge, MoneyGuide Pro, LaserApp, etc.)
- Upswing workflow demonstrations for financial advisors
- Web-services integrations with technology partners
- Broker-Dealer data integrations
- Why financial advisors find Upswing CRM so compelling
- Competitive differentiation
An internet connection and phone to dial-in for the audio portion of the web-based presentation
Webinar
Free to attend
Event Organizer:
Upswing CRM
Elizabeth Hanson
Communications Director
888.228.8440
Email
| Website
CRM financial advisors RIA broker-dealer
Financial Services
Information Technology
Internet/E-Commerce
| 41 | Recommendations for this event |
| Recommend this event | |
