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MPS Technology: Improving Client Engagement

June 27 @ 1:00 pm 2:00 pm

Online

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MPS Technology: Improving Client Engagement

ebi’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.

We will discuss:

  • Modernising conversations on client e.g. capacity for loss and risk appetite.
  • Tools to help client understanding of the active vs passive debate.
  • Discover how you can outsource investment due diligence and portfolio comparisons, at no extra cost.

All this and more within ebi’s technology suite, which has been designed by advisers for advisers.

No CPD. For Financial Professionals Only


James Fouche, Account Manager at ebi

James 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.

Online

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