Resources 2017-10-25T16:45:11+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 […]

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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 […]

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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 […]

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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 […]

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