Webinar Replay: Accelerate Series | Bridging the Gap with Signals and Target-Maps

In this webinar, LiaJean McHenry (Sr. Training Manager) walked through Asset-Map Signals, which automatically identifies a household's financial capacity to weather critical events that commonly disrupt a client’s financial well-being. This feature uncovers potential scenarios that may require a deeper analysis through Target-Maps.

Sue BaeReplay, Webinar Replay