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:
- Customise your account to reflect your own advice service and processes, as well as your company’s branding.
- Customise and manage the entire boilerplate content of your reports.
- Tailor and centrally manage the content of your libraries to reflect your own advice proposition thereby ensuring more consistent advice outcomes across your company, and no one has to reinvent the wheel.
>>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:
- Navigate around Genovo quickly and effectively.
- Set up your libraries so frequently used content can be added to your reports with a couple of clicks.
- Use the Report Template Library to make the report building process even quicker.
- Use the shortcuts we’ve built into Genovo to help speed up the process of building a report from scratch.
- Integrate back-office systems so client and plan data can be pulled into Genovo with a couple of clicks.
>>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).