Top firms use myprosperity to wow their clients from the get-go. Impress your new clients with an efficient and intuitive onboarding process using our platform’s top features. Hosted by myprosperity's National Training Manager, Karen Kairouz.
Key topics include:
★ Best practices for onboarding new clients in myprosperity
★ Introducing clients to Rooms, Digital Forms and eSigning to ensure effective use
Recorded: 15 February 2022