Learn Canopy best practices, get better results.
Client Relationship Management
Explore the best methods used by firms to onboard new customers, paperlessly exchange documents and information, as well as keeping track of all client communications in a simple way. Come to give feedback to the team creating new features as well as getting your questions answered live.
Workflow and Advanced Reporting
Every firms’ processes look a little different, but this session will focus on some of the very best practices used by multi-million dollar firms. Specific workflows and general best practices will be shared, as well as providing the opportunity to connect the team working on workflows. Questions will be answered throughout, and in a specific Q&A at the end of the session.