Reporting - Help manage bottle necks & check data integrity in intelliflo office - Bitesize™

Description

Welcome & Introduction to your Training session
- Housekeeping
- Objectives
- Expected outcomes
- Structured CPD

Agenda will cover: - 

Interrogating your Client bank and keeping it up to date and compliant
- How can I benefit from using more “Searches” within IO
- Principles of Searches - and time saving tips
- Examples of popular lists which Advisers ask for include:
- Find me a list of all my ISA's
- Find me all the upcoming Birthdays next month
- Some popular reports
- How to save my favourite reports
- Reminder of what the “Client service status field” is and why and how it can help me with MiFID and Client Reviews
- Good practices, hints and tips along the way 
- Questions and Answers 
- Feedback & Claiming your Structured CPD
- Thank you for attending & Close

Please look out for your Certificate of attendance which goes out automatically from GoToTraining after the event. Please do not forget to claim your Structured CPD on all IO Training attended in the normal way.

Please refer to the high level Objectives and expected outcomes for our Public IO Online Bitesize ™ Training, but if you missed it, you can copy and paste the url into a new browser tab below:-
https://informedtraining.co.uk/intelligent-office-io-live-interactive-remote-training/

Updated 31.3.21

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Our Terms of Service - https://informedtraining.co.uk/wp-content/uploads/2021/02/IT-Terms-of-Service-25.2.21.pdf


Date and Time
No. Start Date End Date
1 Thu, May 20, 2021 4:00 PM BST Thu, May 20, 2021 5:00 PM BST

Price: £35.00Training Ended