Wed Aug 24, 2 PM Eastern
CRM Chat is our monthly series where you get the chance to interact with the pros. Unlike our other webinars, this is your chance to engage with our team, ask questions of your experts, hear about new enhancements, and get a variety of other fun tidbits! Each month, the format and topics will be different, so don’t miss out.
Feel free to send your questions when you register or share them during the webinar. Please note: we will do our best to answer all questions, both those submitted before or during. Any that are not answered during the webinar will be answered and included in our follow-up email.
Wed Aug 31, 2 PM Eastern
Records can be used for a variety of purposes beyond simple client data. In this session, we’ll take a look at the 3 most common types of entity Records (Trusts, 401k’s and Company Records) and look at best practice options for those Records.
In this class you will:
Wed Sep 21, 2 PM Eastern
As with all relationships, communication with your clients is a key factor in your success. Join us as we learn how AE CRM can aid you in your correspondence efforts. This class will focus on how to do the following.
Wed Sep 28, 2 PM Eastern
Learn how AE CRM can help you:
Wed Oct 19, 2 PM Eastern
CRM Chat is our monthly series where you get the chance to interact with the pros. Unlike our other webinars, this is your chance to engage with our team, ask questions of your experts, hear about new enhancements, and get a variety of other fun tidbits! Each month, the format and topics will be different, so don’t miss out.
Feel free to send your questions when you register or share them during the webinar. Please note: we will do our best to answer all questions, both those submitted before or during. Any that are not answered during the webinar will be answered and included in our follow-up email.
Wed Oct 26, 2 PM Eastern
Tracking information related to your prospects is just as crucial to your business as the data that you gather for your clients.
In this class you will learn how AE CRM can assist you in growing your business by allowing you to log, track, and report on potential new clients and opportunities.
Wed Nov 16, 2 PM Eastern
Are you only using AdvisorEngine CRM to store data? It's time to get that data out in meaningful ways. Learn how to adjust your grids and create reports to get what your firm needs to be effective. Specifically, this class will cover how to:
Wed Nov 30, 2 PM Eastern
Being audited can be less intimidating if you have properly populated the appropriate data fields in AE CRM, maintain that data over time, and demonstrate a culture of compliance. In this session we not only discuss what to populate but how to locate and pull the reports that will aid you in preparing for an audit.
Wed Dec 14, 2 PM Eastern
Find out how performing periodic data checks can optimize not only how your system performs, but also how your firm manages client data. If outdated or duplicate information is cluttering your database, it’s time for cleaning! Performing a thorough data check at least once per year helps to ensure AE CRM is running smoothly with the most current data possible. Don’t sacrifice office efficiency by working with inaccurate data!
In this class, you will:
As we highlight AE CRM features – Record Data Change Tool, Asset Data Change Tool, Grids, Report Assistant, and Document Templates - you’ll see how much a database cleaning can benefit your firm.
Wed Dec 21, 2 PM Eastern
CRM Chat is our monthly series where you get the chance to interact with the pros. Unlike our other webinars, this is your chance to engage with our team, ask questions of your experts, hear about new enhancements, and get a variety of other fun tidbits! Each month, the format and topics will be different, so don’t miss out.
Feel free to send your questions when you register or share them during the webinar. Please note: we will do our best to answer all questions, both those submitted before or during. Any that are not answered during the webinar will be answered and included in our follow-up email.