January 2017 Newsletter: 3 Ways to Introduce the Client Dashboard


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3 Ways to Introduce the Client Dashboard

There is no better place to embed the Client Dashboard link then right on your company's website. 

This is a great way for you to point your clients to your website as well as give them a centralized location to access their Dashboard.

Sending an email directly to your clients, before sending them credentials, is a great way to introduce them to the online platform. 

Include the above video in your email and encourage them to view it and get familiar with their new Client Dashboard. This will be helpful in guiding them on what to expect.

When sending an email to your clients, always include the link to the Client Dashboard in your email signature. 

This will point your clients directly to where they can get access to their financial information. 
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