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Customer Conference 7 March 2018
Demo Corner – Would you get through the door?

Customer Conference 7 March 2018

Demo Corner:
Would you get through the door?

DIGITALISE YOUR INTERACTIONS

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  • Client Onboarding
  • Digital Life Planning
  • Digital Investment Experience

AUTOMATE YOUR ADVISORY

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  • Robo Planning
  • Advisory Algorithms
  • Suitability & Risk Engine

STREAMLINE YOUR PROCESSES

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  • Asset Management Automation
  • Client Portfolio Management
  • Sales & Compensation

CHOOSE YOUR JOURNEY

Preferred Demo Experiences: