Are you an existing Genovo user who’d like to learn more about some of the really useful (but often less discovered) features of Genovo? If yes, then our series of monthly training webinars are designed for you.

Each webinar starts at 11am, lasts 45 minutes and includes the opportunity for a 10 to 15 minute interactive Q&A session at the end. To book your seat on a webinar, click on the relevant link below and you’ll be directed to a new page where you can register for that particular webinar.

Grand Designs – How to customise your Genovo account

During this webinar you’ll learn how to:

>>Book your seat on the next ‘Grand Designs’ webinar: Thursday, 22nd September 2022

The Big Build – A step-by-step guide to building a report in Genovo

During this webinar you’ll learn how to:

  • Set up your account so your paraplanners can write reports for your advisers as effectively as possible.
  • Use the different report creation methods to build reports as quickly and efficiently as possible.
  • Select the best report type for a given advice scenario.
  • Use the Report Builder to tailor the content, structure and format of a particular report.

>>Book your seat on the next ‘The Big Build’ webinar: Thursday, 20th October 2022

Need for Speed – Time saving features we’ve built into Genovo

During this webinar you’ll learn how to:

>>Book your seat on the next ‘Need for Speed’ webinar: Thursday, 24th November 2022

Swap Shop – How Genovo deals with ‘replacement business’

During this webinar you’ll learn:

  • What is ‘replacement business’.
  • How Genovo helps you fulfil the FCA’s expectations when recommending replacement business.
  • How to use Genovo’s Plan Comparison steps to provide a clear comparison of the charges, performance and (in the case of pensions) death benefits of the existing and recommended alternative plans compliantly and effectively.

>>Book your seat on the next ‘Swap Shop’ webinar: Thursday, 25th August 2022

By the end of each session we guarantee that you’ll have learnt a few new techniques that you can take away and implement within your own Genovo account to help further improve the report building process for you (and your users).