Genovo Monthly Training Webinar
Are you an existing Genovo user who’d like to learn more about some of the more advanced features of Genovo? Come join us on one of our monthly training webinars and we’ll show you:
- How you can use the Provider Library to pull provider related information into your reports with a single click.
- How information relating to your CIP or those investments you frequently recommend to your clients can be added to your account and pulled into your report with just a couple of clicks.
- Some of the key functionality that we’ve built into Genovo to help you create reports efficiently and compliantly.
- How you can use the Report Content Manager and Advice Options and Reasons Library to customise your report content to reflect your advice service and individual preferences.
By the end of the session we guarantee that you’ll have learnt a few new techniques that you can take away and implement within your own Genovo account that will help speed up the report building process for you (and your users).
Book your seat
Our training webinars take place on the 3rd Thursday of every month at 10am and last for approximately 45 minutes. To book your seat on one of the webinars, just click on the appropriate link and you’ll be directed to a new page where you can register for the webinar.
Book your seat on the June webinar