Cash Management Webinar from Deposit Sense - the UK's leading Savings Management System for Advisers.
Tuesday 23rd June at 11.00am.
Back in April Deposit Sense held their first webinar for Adviser Home on their Cash Management system. Due to increased interest in the system, a further webinar has been arranged.If you didn't get the chance to see the first webinar then it is worth putting 15 minutes of your time aside to view this.
Why? - Cash is one of the largest asset classes, but much of it remains un-managed and outside adviser influence. This webinar shows how you can make cash management a fundamental part of your client service proposition.
A 15 minute event on how to:
• Create your own cash management proposition
• Identify the best solutions for client saving accounts
• Produce a savings portfolio & a report to illustrate value to your client
• Differentiate your Business from the competition
Numbers are limited so please book your places early.
Once received, Deposit Sense will confirm your place on the webinar, and issue your joining instructionsincluding two short videosto help you understand the rationale behind cash management.
Need more information?- visit here for more on Deposit Sense and the merits of a professional approach to cash management.
