Webinar Replay: Leverage the Power of Signals and Target-Maps

In this webinar, you'll learn how to analyze a household's Signals to identify potential scenarios that may warrant deeper planning through Target-Maps. Discover best practices for creating scenarios and crafting personalized recommendations for your clients using Target-Maps. And see the combined power of Signals and Target-Maps, that will help you quickly assess a household's financial capacity to navigate critical events that could impact their financial well-being. Hosted by: LiaJean McHenry (Sr. Manager, Customer Success)