WEBINAR

Webinar: Advisor KPI dashboards | Sept. 18

As you continue to seek ways to gain a deeper understanding of key product functions, Netsmart launched a three-part, monthly webinar series for Advisor KPI Dashboards (we have one more session on Sept. 18). 

With the recent launch of the Business Intelligence tool, user interaction and team collaboration has highlighted the need for clients to gain insights and to share ideas on creative visuals they seek to build. 

Clients are encouraged to submit specific functional questions on the “Advisor KPI Dashboard” Discussion Forum on InfoCenter, which will then be answered during the webinars. 

The deadline to submit questions is Sept. 11. 

By attending these webinars, you will be shown how to:
o Analyze existing visuals, gaining more insight beyond what is viewed on the screen
o Develop new visuals, taking operational intelligence to new heights
o Leverage features which operationalize effective collaboration throughout your organization
o Efficiently access most commonly used data, saving time and maximizing productivity

This webinar series is for current and future Advisor KPI Dashboard users and is a great way to see the product perform in a live-demo environment. 

Attendees can register for the session on InfoCenter by navigating to “Current Events” under the Events menu button and register for each Webinar session. Stay ahead of the curve by making it a point to register and attend!

Advisor KPI Dashboards Webinar: Wednesday, September 18 - 1 p.m. CT

Deadline to Submit Questions: Wednesday, September 11