Knowledge Centers
Knowledge Centers holds additional capabilities designed to help you build a better, more profitable business.
Knowledge BaseThe Knowledge Base is home to archives of articles, recordings and white papers by Quantuvis Consulting, combined with content from strategic partners like Financial Planning magazine and expert contributors. You will have access to valuable insights from top professionals with the knowledge, information and understanding to help you build effective business solutions.
Business Centers
Beyond Benchmarking and Business Tools, Business Centers brings various capabilities of Quantuvis Online into functional centers, designed to provide you with a go-to place to address specific business needs. Some of the Business Centers currently under development include:
Client Communications Center: An expansive library of client communications at your fingertips, from new staff announcements to referral reminders to retirement letters.
Client Events Center: How-to guides and resources to guide you on successfully hosting client events from educational webinars to town hall meetings and client appreciation parties.
Client Advisory Board: Information, instruction and resources on starting a Client Advisory Board for your firm.
Adding an Advisor: The knowledge, solutions and process for helping you add an advisor to your firm.
Knowledge Centers launch date to be announced.
|
|
