Demos & Webcasts 2018-01-18T19:01:26+00:00

Demo Video: Managing Client Meetings

Demo Video: Managing Client Meetings   AKA’s DynamicsAdvantage for Asset Management Video Series. Wholesalers visiting clients and prospects on the road need an effective way […]

Read More

Demo Video: Enterprise Reporting

Demo Video: Enterprise Reporting   AKA’s DynamicsAdvantage for Asset Management Video Series. From a management perspective, how can you see all the different lines of […]

Read More

Demo Video: Trip Planning

Demo Video: Trip Planning   AKA’s DynamicsAdvantage for Asset Management Video Series. Let’s say your wholesaler’s planning a trip to Boston to visit a client […]

Read More

Demo Video: Pipeline and RFP Management

Demo Video: Pipeline and RFP Management   AKA’s DynamicsAdvantage for Asset Management Video Series. In our experience, wholesalers and account managers typically worked only within […]

Read More

Ready to pave the way to innovation?

Whatever you’re ready for, we have the people, experience and solutions to make it happen.

Transform my business now