The app provides members of the Institut des Actuaires association access to news, the agenda, the directory, and member geolocation. Members use their website credentials to log in and must be contributing members.
Collaborators can find and share company content on Facebook, X, and LinkedIn. Suggest content to the company for inclusion in news. Access digital assets and distribute them to designated individuals.
Manage contacts, create meetings, open client spaces
Manage client and prospect information with contact details, meeting notes, and client space access. Create and sync data with the client space for real-time updates.
