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LIVE ROUNDTABLE:

HARNESSING RELATIONSHIP DATA FOR REVENUE GROWTH

Join Us: October 27, 10 AM CST / 3 PM GMT

Relationships are important in life. They make us feel safe, secure and help us deal with life’s many challenges. Although crucial in your personal life, relationships from a business perspective are equally as important. Having a network of relationships, you can rely on (both peers, mentors and customers) will help you grow and retain your current portfolio.

Join us as we take a look at how relationships really impact your firm. 
 

Join this webinar to learn: 

  • How teams are using relationship data to drive revenue growth 

  • How relationship data impacts business intelligence and analytics

  • How to better attend to your clients’ needs and maintain and grow your key relationships 

  • The method to uncover relationship data


    Complete the form above to register for this free roundtable.

Meet Your Panelists:

David Thomas

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David Thomas

Senior CRM Executive

Sarah Lewis

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Sarah Lewis

CRM System Specialist

Jon Metcalf

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Jon Metcalf

Principal Data Scientist