Introducing FOA v3- Smarter Search • Faster Navigation • Practical Guidance
Автор: Family Office Access
Загружено: 2025-11-19
Просмотров: 24
Join us for a guided walkthrough of the new Family Office Access v3 platform. In this short session, we’ll show you the updates designed to make your research, investor outreach, and internal workflow faster and more effective.
We’ll cover:
• Google sign-in and simplified navigation
• AI-powered search with stronger relevance
• True AND/OR filters for precise targeting
• Faster performance across desktop and mobile
• The expanded Resource section with practical tools and guidance
• Monthly MasterClass and Lunch & Learn programming
• How to use FOA as both a data foundation and a strategic support system
This session is ideal for anyone who wants to understand what’s new in v3 and how to integrate these updates into a more aligned Family Office outreach strategy.
Доступные форматы для скачивания:
Скачать видео mp4
-
Информация по загрузке:
