Webinars With Industry Experts

Integrating Your Document Management System With Your Client Portal

Advisors can now integrate document management with a client portal, improving client service and productivity. 

 
Cabinet NG, a leading document management system (DMS), is now integrated with AdvisorVault, a secure system for sharing documents with clients. 
 
At this webinar, you learn how the integration enables advisors to:  
  • Sync a client’s DMS folder with the client’s portal 
  • Automate filing brokerage statements and push them to a client’s portal
  • Set up your DMS for the first time 
  • Use Cabinet NG to go paperless 
Guest speaker Jon Clark of Cabinet NG is the author of Cabinet NG’s “Guide to Going Paperless” and consults to advisors transitioning to paperless operation. Cabinet NG provides document management systems to companies in financial services, insurance, accounting, legal and healthcare. Hundreds of advisors use CNG-SAFE, software that runs on local networks, as well as CNG-Online, a hosted document management system. CNG systems are approved for use by many of the nation’s largest broker/dealers.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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