Webinar #5 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.

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Agenda

14:00 - 14:05
Welcome

René Kirkels, Managing Director, Saxo Institutional, Mid-European region

14:05 - 14:35
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 

14:35 - 15:00
Questions & Answers