Simplifying Advisor Engagements with CoBrowsing

Members of the LibertyFi team discuss how On Screen collaboration in calls has saved time and reduced confusion for their advisor engagements. 

LibertyFi supports Registered Investment Advisors (RIAs) who access the Envestnet platform. The LibertyFi team supports RIAs through conversion, configuration, platform set-up, and ongoing support. CoBrowsing has enabled the RIAs and LibertyFi team to save time, which can often mean advisors can answer questions and close trades before the market closes. 

Watch the video to hear how LibertyFi uses CoBrowsing to enable advisors and how they are combining the human touch with technology to create the best customer experiences.