"Is your CRM
software working against you and not for you?"
The
following webinars are available in April, 2008:
May 6th Webinar
(Tuesday) at 2:00pm EST [register]
May 20th Webinar
(Tuesday) at 2:00pm EST [register]
E-Z Data
presents the topic of Financial Relationship
Marketing (FRM). E-Z Data has decades of experience
working in Canadian Financial Services applying
technology to streamline
advisory interactions.
You will learn about how
E-Z Data's SmartOffice
web-based platform, the only specialized
solution for financial
advisors, works out of the box to support your financial relationship
marketing practice to help you get, keep, and grow your lifetime
advisory relationships. The majority of the session will be devoted to
showing you how SmartOffice Online Canada:
- Helps you implement
the FRM steps of identify, differentiate, interact, and customize
the relationships in your business for success
- Helps you work from
anywhere collaborating with your assistants
- Leverages what you
know to find new opportunities
Click here to download the SmartOffice brochure.
To learn about
SmartOffice Online Canada, contact Tony Wang at 800-777-9188
or
tony@ez-data.com.
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