Get to know your clients better, with Barnie

About this session

Client detail gets buried across meeting notes, emails and fact finds, and it rarely makes it into the advice. Barnie will show you how Marloo captures everything your clients tell you and puts it to work. You'll see how to: - Capture every client detail automatically from your meetings - Use Ask Marloo to pull client history in seconds before a review - Personalise suitability reports with the detail clients actually gave you