The FPA BE 2014 Annual Conference will take place at the Washington Convention Centre in Seattle.Start: Saturday, September 20, 2014 at 3:30pmEnd: Monday, September 22, 2014 at 7:00pmUSALEARN MOREIPC 2014 National Fall ConferencePlanPlus will attend the IPC 2014 National Fall Conference as a Technology Partner. The conference will take place in Montreal from Sept. 21 to 23.Start: Sunday, September 21, 2014End: Tuesday, September 23, 2014Quebec, CanadaLEARN MOREFPA: BE 2014 – Global Update SessionAs an event sponsor, we invite you to attend this session. Learn about what's going on in the profession from a global perspective. Hear panelists talk about the status of the financial planning industry and regulations in a variety of countries.Monday, September 22, 2014
At Upstream Works, we believe that the most efficient way of providing customer care is by providing service that resolves the customer's concern on the first contact. Our web based smart agent desktop provides a role tailored agent desktop that's 100% compatible with Cisco Finesse. It provides a true omnichannel view of every interaction, delivered in real time to your agents to improve customer service. It will simplify your agents' cluttered desktop and simplify your IT departments life.
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