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How to increase your share of wallet with CRM for Financial Services

Join us for a discussion on how to target the right customers at the right time to increase revenue and improve customer service.

Topics include:

  • Creating an integrated and consistent view of your customers
  • Tools to see which product offerings are best suited for your customers
  • Complete activity and interaction tracking with customers
  • And more …

Date & Time: Aug. 26th, 10AM — 11AM PST
Location: Webcast
Registration link with details: http://bit.ly/9VuMZU

Increase Efficiency Thru Membership Management Software

Attend this Knowledgetech webcast to see a technology solution that solves the needs of Professional Associations and Colleges.

The webcast will feature demos showcasing

  • registrant contact management and regulatory information database use,
  • professional conduct review,
  • practice support tracking and documentation,
  • online demographics, event registration, publication ordering,
  • online membership renewal, registrant lookup, application status,
  • document and records management,
  • and more …

Date & Time: Aug. 24th, 1PM – 2PM PST
Location: Webcast
Registration link with details: http://bit.ly/9yFYLA