Perspective.

Figlo talks about Client Engagement at T3 Conference

16-02-2012

On 16 February 2012 Jenze Bosma, President of Figlo, will give a presentation about client engagement at Technology Tools for Today®, T3 Conference that will be held from 16-18 February in the Hilton Anatole in Dallas, Texas. During the session ‘Financial Planning; it’s all about client engagement’ Jenze will talk about the three steps to customer advocacy for financial organizations. On Saturday 18th of February Jenze Bosma will host the interactive session; “Financial Planning around the world.” Being in the global financial software industry for 15 years Figlo has gained much knowledge of Financial Planning globally. Jenze invites the attendees of T3 to join the conversation about what Figlo learned from the US and what they can bring. But also on how Financial Planning is organized in other countries, what the future of Financial Planning is on a global scale and what more we can expect from US.

Furthermore, there will be demonstrations of the Figlo Platform at the conference. The Figlo Platform offers insight in personal financial matters. It supports powerful and comprehensible financial planning on short, mid and long term. Delivered in solutions for Personal Finance Management, Financial Product Advice and Financial Planning.

The 2012 conference will be bringing together decision makers and technologists from leading independent asset management and financial planning firms wanting to expand the scope of their technology commitment.

About Technology Tools for Today® T3 Conference
The goal of the conference is to provide attendees with actionable technology and practice management ideas while, at the same time, delivering sponsors a targeted audience of prime prospects for their products and services. Technology expert Joel Bruckenstein and practice management guru David Drucker will co-chair the conference. If you provide technology/practice management support to the financial advisor community, this is the one event of the year that specifically targets and connects you to those advisors who most need your services.

Go to the T3 Conference website 



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