Posts tagged with ‘client assessment’

  • Jun282018
    PSD2

    PSD2: New Horizons in Personal Financial Management

    If we agree that the role of sales reps in financial services is transforming with the spreading of online services…

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  • Dec022017
    client assessment

    NEW: Gamified Client Assessment Form in the SCOLVO Sales App

    Our latest development is the “Life planner,” a new client assessment form that is available as an optional module in…

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