How Integrating Your Business Platform Can Transform Your Client Experience

Now more than ever, customer experience is an engine of growth that differentiates companies in competitive marketplaces. With compliance front and center in any technology evolution, Practifi is a powerful business platform designed specifically for financial advisory firms. Its ease of use, automated workflows, compliance, and monitoring features made it the perfect choice for financial advisory firms. It had one other key benefit: seamless integration with Egnyte.

In this webinar, you’ll learn:

• The challenges growing companies have to measure, manage, and improve customer experience

• How financial advisory firms can transform their customer experience by moving to a business platform and Egnyte

• The benefits of a cloud-based CRM

• Egnyte’s extensive functionality including the advantage of setting permissions on a sub folder level

• The simplicity of migrating to the cloud for both CRM and internal content

• Egnyte’s compliance features, including: FINRA-compliant online storage with end-to-end data protection and SEC 17a, 31a, 204 record keeping regulations for confidential data

Join us to learn how financial advice firms can transform customer experience while creating more efficient processes that meet compliance regulations.