See LAUNCH in Action

LAUNCH unites your entire sales around a singular process, and helps build deeper connections with clients, and uncovers potential revenue opportunities. This demo will walk you through three of the primary use cases for LAUNCH and how risk advisors are getting the most out of the platform.

This is a three-part demo, covering:

• Part 1: Client Problems and How to Uncover Them (5 minutes)
• Part 2: Scoring a Client’s Risk Profile to Drive Urgency (4 minutes)
• Part 3: Using Client Plans to Show How You Solve Problems (5 minutes)

In just 15 minutes, you’ll uncover a new way to present your service offering to clients that speaks directly to their needs.