Saxo Bank hosts webinars for Independent Asset Managers on a regular basis. All previous webinars have been recorded and you can find that link below along with a short description of the agenda of each webinar.
All webinars:
Webinar #4 – 22 June 2022
At this webinar, we showed you how to renew your end-clients using the client renewal module in SaxoPartnerConnect. You can look at a demo of how to navigate, validate and update end-client information across single and joint accounts as well as for corporate clients.
Access the webinar, the presentation and the full agenda here.
Webinar #3 - 15 December 2021
Watch the recording for a recap on key SaxoPartnerConnect platform functionalities in live environment. We covered increased transparency on daily operations via a general dashboard, case management, cash and risk management modules, new advanced client screener module, new corporate actions modules, a powerful search engine and much more.
Learn about the migration process including key dates and milestones, platform access and report generation, the help center, and information on Saxo Portfolio for the end-customer.
Access the webinar, the presentation and the full agenda here.
Webinar #2 - 2 September 2021
At the September webinar, we introduced partners to the on-boarding process, reporting, end-customer portal, multi-currency accounts and advanced trading journeys.in SaxoPartnerConnect, at the time key functionality still in development. Saxo and Binck experts gave presentations on digital on-boarding and Saxo’s Global Sales Trading Desk.
Access the webinar, the presentation and the full agenda here.
Webinar #1 - 24 June 2021
At this inaugural online webinar, key senior executives and executives from Saxo Bank and BinckBank gave an update on Saxo Bank’s strategy 2021-2023, the overall platform strategy and this marked the first series of presentations of SaxoPartnerConnect.
Access the webinar, the presentation and the full agenda here.