From Prospect to Client in CURO
This video follows Daniel and Jane Bailey as leads from the advice firm's website to fully fledged client. The journey looks at how by using well considered processes, the client journey can be incredibly efficient and entirely predictable when designed around an agreed client service proposition.
You will see integrations at work with RingCentral, CashCalc, SmartSearch, Voyant and DocuSign as well as understand our direction of travel when it comes to leveraging the incredible advances in technology that are currently underway but are denied to users of the old back office systems in common use today.
We hope that you enjoy the video and look forward to speaking soon.