Welcome Spaces revolutionizes the way younger generations connect with Financial Professionals in a digital-first environment. They let clients search their directory of available professionals and use instant messaging to easily connect. Upon a perfect match, clients and professionals can join a permanent Space, where they can chat, get on video calls, share or request files, access activity history logs and take notes.
''As a business coach and corporate consultant, I am being pulled in many different directions all day, every day. Before WelcomeSpaces, I used 4 different systems to manage my client files, a system for client messages, a platform for hosting my video sessions, and a system to upload and share files. WelcomeSpaces has allowed me to keep everything in one place, saving me time and money. I now have more time to be creative and provide my clients with an extra level of support and guidance. Thank you WelcomeSpaces for changing my business and my life!''
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