Making the most of the Client tab, with Navyaa | Marloo webinar

About this session

Most advisers open the Client tab, grab the meeting summary, and move on. There's a lot more sitting behind each client record, and in this session Navyaa shows you how to put it to work. You'll see how to: - Set up a client record with the right information so Marloo has the full picture - Fill forms straight from the client data already stored in the tab - Bulk fill forms across multiple clients without retyping a thing Register for the next webinar: Marloo is the AI partner for financial advisers.