Defaqto Engage virtual series
Maximising Engage to support your advice process and CIP. We are running a virtual session that will give you the opportunity to hear about our Financial planning tool Defaqto Engage.
5 July, 10:00-11:00
Overview
We are running a virtual session from 10:00-11:00 that will give you the opportunity to hear about our Financial planning tool Defaqto Engage:
Agenda
Engage Part 1
Configuring Engage to support your CIP
Integration overview of iO & Xplan Engage
Engage Part 2
How we can help advisers get the most from the software
How the Customer Success Team can help users:
Book Teams meeting
Find out their requirements
Build training sessions that are firm specific
Deliver training
Ongoing help and support