The BIS Platform | The Advisor Board

Email: info@brokerinformationservices.ie

🔔 The BIS Platform - Live Webinar Updated Time 🔔

Following the annoucement of our latest live webinar, we would like to update you on the revised time of 12pm this Thursday. This is due to a schedule clash and we hope to still welcome you along.

This webinar is in conjunction with Philip Howlin of The Advisor Board. This webinar, entitled Mastering the Client Calendar, will focus on one on the biggest challenges facing advisors and administrators and will bring you some fresh ideas on how to tackle these challenges as you plan for 2026. This will incorporate the new automated Customer Reviews functionality within The BIS Platform.

This will be a detailed live webinar outlining the importance of Client Contact and showcasing how The BIS Platform can help, so make sure to Register below!

📆 Thursday 2 October 2025 ⏰ 12pm

ℹ️ Hosted live online on GoToWebinar, presented by Philip Howlin of The Advisor Board and Aaron Naughton of BIS.

🎦 30 Minute demostration 📝 including 5 minutes for questions.

We will cover:

✔️ Structuring your Year

✔️ Client Segmentation

✔️ Client Contact

✔️ Client Newsletter

✔️ Customer Reviews

✔️ Client Reporting

✔️ Automation in Client Contact

✔️ What The BIS Platform can do to help

If you are not currently using BIS and you would like to find out more, please do not hesitate to get in contact with us on 01 496 0006 or email us at info@brokerinformationservices.ie.

Keep ane eye on your inbox for some more great information on The BIS Platform.