SortMe Partner Guides
Below are our video guides designed to help our partners understand how SortMe works for them and their clients.
Who's SortMe designed for?
Takeaways:
- SortMe works for each stage of the clients financial journey, but is exceptionally good for those in the growth phase.
- Onboarding clients early in their journey can lead to long-lasting clients.
- Engagement is key to reduce client churn. SortMe strengthens client relationships with timely alerts to create valuable engagement and conversations.
SortMe, an introduction
Setting up a client on SortMe
Using SortMe (Client App)
