Find out who won a $5,000 travel gift card in the “Winning $5,000 is easy!” contest and what she did to win the prize!
Going digital pays off for everyone!
By encouraging her clients to log in to My Client Space or the iA Mobile app, Luz Magdalena Perez Valencia won the contest prize. Follow her example, you'll save time!
By making your clients aware of iA’s digital tools, you enable them to do a lot of things on their own (e.g. change of address or beneficiary, or making a contribution), which reduces your administrative workload and gives you more time to offer quality advice. You’ll get a notification in the Business Tracker if a client makes changes to their investment terms. Consult this article to learn more.
🎉Congratulations Luz Magdalena Perez Valencia!
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Continue to get ahead and share our tools with your clients!
