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Inside the Client Portal: Your Client's Experience

Inside the Client Portal: Your Client's Experience

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Inside the Client Portal: Your Client's Experience

Inside the Client Portal: Your Client's Experience
Roy Clifton
Senior Trainer
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About this session

Ever wondered what your clients actually experience in the Smokeball Client Portal? Join Senior Trainer, Roy Clifton, for a quick live demo where we step into their shoes and explore how the portal keeps them informed, engaged, and connected to your firm.

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