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Free Adviser Office roadshows announced

by admin
24 May 2010
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1st Exchange has announced details of its annual Adviser Office (AO) free training roadshows, under the theme ‘Data Management and Cleansing’.

The technology events will run across the UK throughout June and July and are open to all AO users.

Users of AO were previously asked via an online poll to prioritise their number one concern from the following list: ‘Extracting Data’ ‘Client Reports’ e-Business Tools Supporting the ‘Client Life Cycle’ and ‘Data Management and Cleansing’. The two clear favourites were ‘Extracting Data’ and ‘Data Management and Cleansing’.

Chris Baigent-Reed, head of client engagement, 1st Exchange, said: “These events will be a great opportunity for 1st Exchange staff to meet our adviser users directly and truly get to the heart of their day to day challenges. By encouraging our users to vote for the topics they actually want to learn more about

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  • MORTGAGES
    • Mortgage type
      • Discount mortgages
      • Fixed rates
      • Fee-free
      • Interest-only
      • Offset
      • Remortgages
      • Trackers
      • Variable rates
    • Conveyancing
    • First time buyers
    • Green Mortgages
    • Help to Buy
    • New build
    • Overseas
    • Regulation
    • Self build
    • Shared ownership
  • BRIDGING
  • BTL
    • Consumer BTL
    • HMO/MUFB
    • Holiday Let
    • Limited Company BTL
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© 2022 Bedazzled Media Limited.
Company Number 11335497. Registered Office: Unit 1, E.M.P. Building, 4 Solent Road, Havant, Hampshire PO9 1JH

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