Book Your Online Demo of Genovo
Let us walk you through the Genovo suitability report app
Like to see a bit more? During your demo we'll show you how you can:
- Quickly create reader-friendly & engaging suitability reports.
- Pull client and plan data into Genovo from back-office software saving you time and the need to re-key data.
- How to set up your account so you can get your team working as efficiently and effectively as possible.
- Use Genovo's Report Template Library to write your reports even more quickly.
- Use Genovo’s Provider and Investment library to help maintain consistency across your company and save everyone 'reinventing the wheel'.
- Customise the look & feel of the web pages when you (and your users) log in.
- Customise the report’s font, styling, logo and colour scheme to reflect your company’s branding.
- Customise the entire report template from the title page to the appendices to reflect your individual content preferences & advice service.
- Customise the attitude to risk profiles & capacity for loss descriptions used within your reports.
The demo will take approximately 45 minutes as we actively encourage you to ask questions throughout.
To book your online demo please fill out the form and someone from our team will be touch very shortly.
No commitment. No pressure. It’s not our style!
Why do I need to provide the information requested?
We ask for this information in order to:
- Contact you by email to arrange your online demo;
- Improve your experience by personalising the Genovo site and our communications to your needs;
- Send you marketing communications by email or other means that we think may be of value to you.
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Book Your Online Demo