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X-WR-CALDESC:Events for Evidence Based Investing
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SUMMARY:MPS Technology: Improving Client Engagement
DESCRIPTION:MPS Technology: Improving Client Engagement\n\n\n\nebi’s James Fouche takes a broad look at ebi’s multi-award-winning technology stack\, and how it’s been designed and built around facilitating client engagement. \n\n\n\nWe will discuss: \n\n\n\n\nModernising conversations on client e.g. capacity for loss and risk appetite.\n\n\n\nTools to help client understanding of the active vs passive debate.\n\n\n\nDiscover how you can outsource investment due diligence and portfolio comparisons\, at no extra cost.\n\n\n\n\nAll this and more within ebi’s technology suite\, which has been designed by advisers for advisers. \n\n\n\nNo CPD. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nJames Fouche\, Account Manager at ebi\n\n\n\nJames is skilled at articulating complexity into simplicity and is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms\, providing training and support to onboard and utilise the tools and materials ebi provides their members.
URL:https://ebi.co.uk/events/mps-technology-improving-client-engagement/
LOCATION:Online
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