Start conversations that are helpful, productive and adding value for your clients.
Join us each month as we delve deeper into the Capitalise platform and equip you with the technical expertise to support your clients.
We'll be covering:
- Platform navigation and the basics
- Using Monitor & the Capital Report
- Submitting a funding search & the funding search process
We're running sessions at 12pm on:
- 17th Febuary
- 17th March
- 21st April