We have deployed our latest feature that helps our Financial Advisors to onboard Companies, Groups or Communities in one click. The Financial Advisor can simply initiate a QR code or URL link and pass it to an organisation for them to join Wellnex App in less than a minute. Each and every employees, or members will join as a user and will be automatically attached to the Financial Advisor and the Company created! At any time the Financial Advisor will be able to monitor how many, and who joined Wellnex from the Company. The Financial Advisor will also be able to see the profile of the employees or members and segment its publication specific to the company or group. This is unique and extremely useful and convenient, as the Financial Advisor can organize and optimize its communication specifically to that group! Comments are closed.
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my insurerDigitalising Financial Advisers Archives
May 2023
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