Advyzon x Kwnati Webinar

Win over prospects and deepen your relationships with existing clients using in-depth portfolio analytics that easily sync with Advyzon's software.​

Wednesday, November 29th, 1:00-1:45PM, Central

Ever take a prospect meeting where you instantly see what's wrong with their current portfolio?

With Kwanti, you can easily put data behind that analysis and use it to create a simple prospect proposal. If you're an Advyzon user, you can build that into a lead generation workflow. Go from Fact Finder to a prospect meeting that you follow up with a Kwanti Proposal. Then use Advyzon's onboarding to convert that prospect with virtually zero hassle. 

That's just one example where quick, easily accessible data can make your life easier and improve the client experience overall.

Join us for more opportunities on how the Advyzon x Kwanti integration can add efficiency in your day-to-day.