HUB24 Present: Save time and drive client engagement | Webinar
Have you tried HUB24’s new client engagement tool yet? Present brings together the portfolio data advisers need to provide interactive and downloadable client presentations on the HUB24 platform, all with a few clicks.
Leah Winterton, Head of UX and Product Design, and Lydia Pearson, State Manager VIC/TAS demonstrate how it works and how you can leverage this new feature to save time and increase client engagement at review time.
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