— Register Below —
It’s that time of year once again– apple cider donuts are in season, sweaters are brought out from the back of the closet, and our Fall Webinar launches in just a few weeks! Quest CE’s Account Executive Manager, MacKenzie Lindblom, will lead a client-focused best practices webinar with service reminders, FAQs, and system guidance for compliance admins to be successful after program launch. This session is perfect for those who use any of our programs and need a light refresher how to navigate through the system. Join the discussion September 29th, 12 – 1pm CT.
AGENDA:
Tips to Successfully Wrap-up your Program
- How to use the Email Blast Tool: Set it and Forget it!
- Reporting Essentials: Graphs/Top Reports
- How to Filter Data: The Basics
Doing a Final “Questionnaire Review”
- Review Responses & Provide Comments
- Flagged Responses Report & Workflow
- ACQ Review: Mini Demo
On-Demand Annual Compliance Meeting Options
- Off the Shelf: ACMs Ready to Go!
- ACM Builder: Combine Mini Modules
- Custom ACM: Use your own Content
Final Takeaways/FAQ’s
- Answering the Top Questions we hear from Clients
The seat limit per session is 100 participants. The anticipated duration of this webinar is 45-60 minutes. If you or an associate is unable to attend the webinar but would still like a demonstration/copy of the presentation, please contact us here.
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About Quest CE
For over thirty years, Quest CE has been the premier provider of compliance training and tracking solutions to the financial services industry. In addition to offering on-demand insurance and designation continuing education, Quest CE provides a complete spectrum of proprietary technology solutions for managing compliance risk exposures.
Serving more than 2,000 leading insurance carriers, broker-dealers, banks, and other financial institutions, Quest CE is committed to providing advanced custom solutions at cost effective rates, while providing a level of service that greatly surpasses that of our competitors. Quest CE is the single source solution for organizations’ training and compliance needs. For more information on Quest CE, visit www.questce.com.
