openthebox: Best Practices for Banking скачать в хорошем качестве

openthebox: Best Practices for Banking

Join us for an in-depth session exploring how financial professionals can use openthebox to optimize every stage of their client workflow. From preparing smarter for meetings to identifying high-potential prospects and setting up real-time alerts on key accounts, this webinar covers: How to find actionable company insights in minutes Using filters and financial indicators to build targeted prospect lists Monitoring portfolios and prospects with automated notifications A sneak peek at our upcoming one-click report builder for client meetings Led by Jonas Moordgat, this session is packed with live demos and practical tips. Whether you're new to openthebox or a seasoned user, you'll walk away with hands-on techniques to make your banking processes faster, more focused, and insight-driven. Table of Contents 0:00-2:14 Meet Jonas 3:11- Agenda 5:10- Client Meeting Preparation - Company Profile 13:20- Client Meeting Preparation - Spiderweb 16:25- Client Meeting Preparation - Mandates 17:12- Client Meeting Preparation - Participations 18:11- Client Meeting Preparation - Financials 21:00- Client Meeting Preparation - News 23:00- Client Meeting Preparation - Publications 24:48- Lists 27:42- Advanced Search 46:38- SNEAK PEEK: New Report Template 51:00- Q&A