Webinar #4 for Independent Asset Managers
At this webinar, we will show you how to renew your end-clients using the client renewal module in SaxoPartnerConnect. You get a live demo of how to navigate, validate and update end-client information across single and joint accounts as well as for corporate clients.
15:00 - 15:05
René Kirkels, Managing Director, Saxo Institutional, Mid-European region
15:05 - 15:35
Training session – how to renew end-clients via the client renewal module in SaxoPartnerConnect
- Login to SaxoPartnerConnect
- Walk-through of the client renewal process and module in SaxoPartnerConnect
- Demo on how to navigate and renew single and joint accounts as well as corporate end-clients
- Examples of feedback loops
Anders Stengaard Jensen, Platforms
Akshay K Bharti, CRM & Shared Services, Operations
Lavinia Elena Udrea, Onboarding & KYC, Operations
15:35 - 16:00
Questions & Answers
If you have any questions, please write to your relationship/account manager or directly to INST-Marketing@saxobank.com.