Upcoming Training Classes

Upcoming Training Classes

CRM Chat: New Record Profile

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.

Tracking Professional Records: Trusts, 401k, and Entities

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:

  • Determine what fields should be filled out when creating an Entity Record, including how to create a Person 1 when there is not a single standout point of contact.
  • Discover when a Trust should be its own Record or listed under Financials on a Client’s Record.
  • Learn how to add multiple Trustees or Participants to an Entity Record.
  • Look at how Correspondence should be handled on the Entity Record vs the Individual’s Record.

Firm-Customized Correspondence Templates

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.

  • Set up mailing lists for the different communications you send.
  • Set up Correspondence Templates and print labels for mailings.
  • Create mass emails in conjunction with AE CRM’s email editor.

Streamline Your Service Model with Service Monitor and Recurring Actions

Wed Sep 28, 2 PM Eastern

Learn how AE CRM can help you:

  • Meet service levels accurately and systematically.
  • Report on service data across your client base and/or firm.
  • Become more efficient managing client service time.

CRM Chat

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.

Tracking Prospects and New Business

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.

Next Level Reporting

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:

  • Pull out groups of Records using the various search features.
  • Create meaningful data views with grid templates.
  • Run customized reports with the Report Assistant.
  • Use prebuilt reports to get the most common data points.

Audit-ready with AdvisorEngine CRM

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.

Maintaining an Efficient and Useful Database

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:

  • Learn what data you should be checking on a regular basis.
  • Hear ideas on how to make your customizable drop-down lists more helpful.
  • Review examples of client data checks using Searches and Grids.
  • See suggested ways for cleaning up Actions to ensure they are easier to find.
  • Get tips on how to organize and clean up Document Templates, Searches, and Reports.

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.

CRM Chat

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.

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