Source of Funds update for Thirdfort partners
- 11-11:40 pm
See how the latest updates to our source of funds product make it easier for your clients to get a clear, complete view of their client’s finances - now with PDF and image statement scanning and improved reporting.
Our product experts were also on hand for live feedback and a Q&A.
Register to attend
Topics we'll explore include
Why it matters for your clients
How does the report work and what’s changed?
A walkthrough of our marketing campaign
Materials you can use and a Q&A with our experts
The panel
Anna Rasmussen
Product Marketing Manager, Thirdfort
Amie Hornegold
Senior Partnerships Manager, Thirdfort