Client communication is vital. Having regular new refreshing content is key to keeping clients and prospects engaged. Advisers are busy and don't have time to write articles, script videos, manage existing content and facilitate regular newsletters - That's where the white labelled Financial Knowledge Centre and eNewsletter can help!
The Financial Knowledge Centre has learning modules, articles, videos, life events, calculators, quizzes, downloads, jargon busters...
All under your brand!
Watch the video for a quick overview
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