Join us as we take you through Defaqto's Product & Platform Switching tool. This module will enable you to undertake a cost-based analysis for multiple products to evidence the recommendation of switching a client to a better and cheaper product.

This webinar will run every Tuesday and Thursday at 2:30pm.

You will be able to switch multiple products and produce the necessary client
documentation and suitability reports

If no times are showing please contact training@defaqto.com or 01844 295544