Credential® :: Sales Support :: Online Support Through knowledgeXchange
 
Online support through knowledgeXchange®
Our extranet, known as the Credential® knowledgeXchange®, is an invaluable resource containing sales tools, online learning, feedback, and communications to support investment professionals in the sales process.

Materials on the Credential knowledgeXchange include mutual fund comparative analyses, financial planning concepts and illustrations, and current and new product information. Plus a wealth of research, educational, and marketing tools.

The site is updated regularly to ensure that representatives, marketing staff, and administrative staff have access to comprehensive and timely information from their desktop.

What we offer representatives:
  Sales and Training support
  Client Relations support
  Online support through knowledgeXchange®
  Marketing support
  Compliance support
 
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