Just an update Monday 11th August. This week's headlines:
Be SMARTR! I am really pleased to say that Concert is getting easier as the number of missing information fields reduce, but those advisers that are seeing the biggest benefit are those that complete Smartr in its entirety and utilize Smartr's features integrated features. Please use the link below to see how you can improve your Smartr process. This will not only make your life in Concert easier; but it will also save you significant processing time. Some of you have become so good at it that Concert is being completed in just fifteen minutes! The short and snappy videos take you through maximising the client portal, how to use Smartr connect and the integrations for Experian and Paymentshield. These are all tools that when used fully, will save you time! https://vimeo.com/user/193855310/folder/25086521