Client Experience Configuration
Configure, manage, and optimize client experiences across your firm’s platform
6 articles
Experiences
Card Templates – Experiences
Resource Templates – ExperiencesDesigned to create a well-structured resource library for your clients, offering seamless access to essential information.
Featured Resource Templates – Experiences
Teams + Messaging Configuration – Experiences
Campaigns – ExperiencesDeliver a sequence of interactions, including messages, posts, reminders, and tasks, through Campaigns to onboard and engage clients over time.