Smart Assessor User Engagement Academy Intermediate Part 2
Smart Assessor User Engagement Academy Intermediate Part 2
Thu, Oct 13, 2022 4:00 PM BST (+01:00)
Free
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Wellnex Academy - Intermediate Training
Discover the intermediate functionalities of Wellnex Platform for Financial Advisors!
By Wellnex
When and where
Date and time
Location
Online
About this event
In this module, you will learn about:
- Creating of campaigns and segregate your members based on different companies, groups
- Send smart publication to segmented members
- Opportunity to do a full and compliant KYC
- Downloading of client's data
- Create your own website for your clients
- Partner Referral Programs