From the biggest industry conferences to new user and product training, meet us on the road or online at any of these upcoming events.
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Elevate Your Client Communication Game with Event-Based Notifications
September 12 @ 1:00 pm - 2:00 pm
Netflix, Amazon, Grubhub, Mint—what do they have in common? They’re experts in communicating with clients—how, when, and where. And now, your clients are judging your communication strategy against these mega companies.
Luckily, we have you covered with Event-Based Notifications, which will allow you to automate the creation and delivery of text and email communications for client milestones, like birthdays, as well as account updates like rebalances, model changes, and distributions. Automatically personalize the conversation with hundreds of client-specific data points in Orion Connect.
If you’re interested in engaging clients more proactively and personally—without spending more time or hiring additional staff to do so—don’t miss our client experience game changer.