myprosperity plays a key role in the client engagement journey, from client onboarding using Digital Forms through to client meetings and the mobile experience.
Hosted by myprosperity's National Training Manager, Karen Kairouz.
Key topics include:
★ Optimise and customise the myprosperity mobile app to enhance your client experience
★ Understand their financial world with Digital Form questionnaires
★ Use the myprosperity portal to engage with clients at every stage of their financial journey
Recorded: 9th February, 2022