I am pleased to be co-hosting a session with Dext and Financial Cents on automating your client data collection! Learn how Dext and Financial Cents can streamline this process for you.
Collecting information from clients can be messy. Everyone has their own process. But how do you ensure the process works for you and your business? We will discuss how solutions like Dext and Financial Cents can work together to automate and streamline this process. Whether it's collecting bank statements and source documents with Dext, or managing and tracking lengthy projects or one-off requests with Financial Cents. Let technology do the heavy lifting so you can spend more time adding value to your clients.
