Powerpoint Templates and Google slides for Manage Clients Effectively

Deliver this complete deck to your team members and other collaborators. Encompassed with stylized slides presenting various concepts, this Improving Client Lead Management Process Powerpoint Presentation Slides is the best tool you can utilize. Personalize its content and graphics to make it unique and thought-provoking. All the sixty nine slides are editable and modifiable, so feel free to adjust them to your business setting. The font, color, and other components also come in an editable format making this PPT design the best choice for your next presentation. So, download now.

This complete deck covers various topics and highlights important concepts. It has PPT slides which cater to your business needs. This complete deck presentation emphasizes Strategies For Managing Client Leads Powerpoint Presentation Slides and has templates with professional background images and relevant content. This deck consists of total of sixty six slides. Our designers have created customizable templates, keeping your convenience in mind. You can edit the color, text and font size with ease. Not just this, you can also add or delete the content if needed. Get access to this fully editable complete presentation by clicking the download button below.

Presenting our Client Relationship Management PowerPoint Presentation Slides. It is completely editable and adaptable according to requirements. Take advantage of this professionally created PPT design that allows you to add or edit any text, image, and graph to your presentation making it more attractive and educational. It can also be presented with a different color, font, font size, and font types. The entire shape and appearance of the objects can be changed in this PPT layout. This template also supports standard (4:3) and widescreen (16:9) format. It presents you with thousands of icons for your topic to choose from. This template is also compatible with Google slides.

Presenting Client Relationship Management In Real Estate Company Powerpoint Presentation Slides. Easy to download PPT layout and can be saved in different formats like JPG, PDF, and PNG. This PowerPoint slide is completely editable so you can modify, font type, font color, shape, and image according to your requirements. This Google Slides compatible PPT is available in 4:3 and 16:9 aspect ratios.

Enthrall your audience with this Automate Client Management Powerpoint Presentation Slides. Increase your presentation threshold by deploying this well crafted template. It acts as a great communication tool due to its well researched content. It also contains stylized icons, graphics, visuals etc, which make it an immediate attention grabber. Comprising thirty eight slides, this complete deck is all you need to get noticed. All the slides and their content can be altered to suit your unique business setting. Not only that, other components and graphics can also be modified to add personal touches to this prefabricated set.

This complete deck can be used to present to your team. It has PPT slides on various topics highlighting all the core areas of your business needs. This complete deck focuses on Onboarding Icon Organisation Structure Trainer Manager Client Customer and has professionally designed templates with suitable visuals and appropriate content. This deck consists of total of twelve slides. All the slides are completely customizable for your convenience. You can change the colour, text and font size of these templates. You can add or delete the content if needed. Get access to this professionally designed complete presentation by clicking the download button below.

This complete deck can be used to present to your team. It has PPT slides on various topics highlighting all the core areas of your business needs. This complete deck focuses on Client Onboarding Process Project Statistics Research Technology Agreement Management and has professionally designed templates with suitable visuals and appropriate content. This deck consists of total of twelve slides. All the slides are completely customizable for your convenience. You can change the colour, text and font size of these templates. You can add or delete the content if needed. Get access to this professionally designed complete presentation by clicking the download button below.

It has PPT slides covering wide range of topics showcasing all the core areas of your business needs. This complete deck focuses on Client Management Lifecycle Framework Partnership Performance Measurement Dashboard and consists of professionally designed templates with suitable graphics and appropriate content. This deck has total of twelve slides. Our designers have created customizable templates for your convenience. You can make the required changes in the templates like colour, text and font size. Other than this, content can be added or deleted from the slide as per the requirement. Get access to this professionally designed complete deck PPT presentation by clicking the download button below.

Deliver a lucid presentation by utilizing this Client Reporting Content Management Data Collection Management System. Use it to present an overview of the topic with the right visuals, themes, shapes, and graphics. This is an expertly designed complete deck that reinforces positive thoughts and actions. Use it to provide visual cues to your audience and help them make informed decisions. A wide variety of discussion topics can be covered with this creative bundle such as Content Management, Data Collection, Management System. All the twelve slides are available for immediate download and use. They can be edited and modified to add a personal touch to the presentation. This helps in creating a unique presentation every time. Not only that, with a host of editable features, this presentation can be used by any industry or business vertical depending on their needs and requirements. The compatibility with Google Slides is another feature to look out for in the PPT slideshow.

It has PPT slides covering wide range of topics showcasing all the core areas of your business needs. This complete deck focuses on Client Management Strategies Financial Dashboard Commercial Mitigation Identification and consists of professionally designed templates with suitable graphics and appropriate content. This deck has total of eleven slides. Our designers have created customizable templates for your convenience. You can make the required changes in the templates like colour, text and font size. Other than this, content can be added or deleted from the slide as per the requirement. Get access to this professionally designed complete deck PPT presentation by clicking the download button below.

This slide demonstrates the process for client side encryption with keys managed by Key Management System. The components included are plain text data key, cipher blob data key, encryption algorithm, encrypted object data, etc. Deliver an outstanding presentation on the topic using this Client Side Encryption With Kms Managed Keys Cloud Data Encryption. Dispense information and present a thorough explanation of Encryption Process, Encryption Algorithm using the slides given. This template can be altered and personalized to fit your needs. It is also available for immediate download. So grab it now.

This slide highlights dashboard to assess strategic communication management. It aims to helps businesses deliver customer experience with interactive personalized communications. It includes various approaches such as client overview, bounce rate, etc. Presenting our well structured Dashboard To Analyse Client Strategic Communication Management. The topics discussed in this slide are Client Overview, Communication Management. This is an instantly available PowerPoint presentation that can be edited conveniently. Download it right away and captivate your audience.

Mentioned slide highlights appointment and scheduling errors lead to a declining client base of business. It includes total appointments, key insights, etc. Present the topic in a bit more detail with this Client Appointments And Schedules Management Issue Business Process Automation To Streamline Use it as a tool for discussion and navigation on Total Appointments, Scheduling Error, Incorrect Email Send This template is free to edit as deemed fit for your organization. Therefore download it now.

Deliver an outstanding presentation on the topic using this Disaster Management Recovery Planning And Implementation Client Safety Get Prepared Guide. Dispense information and present a thorough explanation of Plan Impact, Employees, Customers using the slides given. This template can be altered and personalized to fit your needs. It is also available for immediate download. So grab it now.

Introducing our premium set of slides with Client Engagement Roadmap With Managing Details. Ellicudate the five stages and present information using this PPT slide. This is a completely adaptable PowerPoint template design that can be used to interpret topics like Determine, Evaluate Client, Pricing. So download instantly and tailor it with your information.

Presenting Acquire Clients Wealth Management In Powerpoint And Google Slides Cpb slide which is completely adaptable. The graphics in this PowerPoint slide showcase Four stages that will help you succinctly convey the information. In addition, you can alternate the color, font size, font type, and shapes of this PPT layout according to your content. This PPT presentation can be accessed with Google Slides and is available in both standard screen and widescreen aspect ratios. It is also a useful set to elucidate topics like Acquire Clients Wealth Management This well-structured design can be downloaded in different formats like PDF, JPG, and PNG. So, without any delay, click on the download button now.

This slide highlights product governance framework to serve clients. It include different elements such as design, distribute, monitor and continuous improvement. Introducing our premium set of slides with Product Governance Framework For Client Management. Ellicudate the four stages and present information using this PPT slide. This is a completely adaptable PowerPoint template design that can be used to interpret topics like Improvement, Monitor, Distribute. So download instantly and tailor it with your information.

This slide highlights three key steps to identifies customer needs for positive user experience which includes determine key touchpoints, follow NOSE approach and evaluate user experience. Introducing Facility Management Outsourcing Identify Clients Needs And Develop Positive End User to increase your presentation threshold. Encompassed with three stages, this template is a great option to educate and entice your audience. Dispence information on Entering The Building, Working In The Building, Receiving And Sending Mail, Evaluate User Experience, using this template. Grab it now to reap its full benefits.

Presenting Client Relations Manager In Powerpoint And Google Slides Cpb slide which is completely adaptable. The graphics in this PowerPoint slide showcase four stages that will help you succinctly convey the information. In addition, you can alternate the color, font size, font type, and shapes of this PPT layout according to your content. This PPT presentation can be accessed with Google Slides and is available in both standard screen and widescreen aspect ratios. It is also a useful set to elucidate topics like Client Relations Manager. This well structured design can be downloaded in different formats like PDF, JPG, and PNG. So, without any delay, click on the download button now.

This slide showcases framework for handling customer visit system. This template focuses on collecting statistical data at every branch and enabling managers at corporate headquarters to monitor performance. It includes information related to branch manager PC, servers, etc. Presenting our well structured How To Enhance Visits Through Client Management. The topics discussed in this slide are Intelligent Queuing Management, Customer Identification.This is an instantly available PowerPoint presentation that can be edited conveniently. Download it right away and captivate your audience.

This slide shows the client side encryption and decryption process with the keys provided by the customer. The components included are object data, encryption algorithm, encrypted object data, customer key, encrypted data key, etc. Present the topic in a bit more detail with this Client Side Encryption With Customer Managed Keys Cloud Data Encryption. Use it as a tool for discussion and navigation on Encrypted Object Data, Encryption Algorithm. This template is free to edit as deemed fit for your organization. Therefore download it now.

This slide showcases escalation levels in a company for effective client complaint resolution and management on daily basis. It contains points such as levels, responsibility, employee, designation, resolution time. Presenting our well structured Client Complaint Resolution And Management Escalation Levels. The topics discussed in this slide are Responsibility, Designation, Customer Support Manager. This is an instantly available PowerPoint presentation that can be edited conveniently. Download it right away and captivate your audience.

Presenting Client Portfolio Management In Powerpoint And Google Slides Cpb slide which is completely adaptable. The graphics in this PowerPoint slide showcase four stages that will help you succinctly convey the information. In addition, you can alternate the color, font size, font type, and shapes of this PPT layout according to your content. This PPT presentation can be accessed with Google Slides and is available in both standard screen and widescreen aspect ratios. It is also a useful set to elucidate topics like Client Portfolio Management. This well structured design can be downloaded in different formats like PDF, JPG, and PNG. So, without any delay, click on the download button now.

Presenting Client Document Management Software In Powerpoint And Google Slides Cpb slide which is completely adaptable. The graphics in this PowerPoint slide showcase three stages that will help you succinctly convey the information. In addition, you can alternate the color, font size, font type, and shapes of this PPT layout according to your content. This PPT presentation can be accessed with Google Slides and is available in both standard screen and widescreen aspect ratios. It is also a useful set to elucidate topics like Client Document Management Software. This well-structured design can be downloaded in different formats like PDF, JPG, and PNG. So, without any delay, click on the download button now.

Presenting our Client Operations Manager Job Description In Powerpoint And Google Slides Cpb PowerPoint template design. This PowerPoint slide showcases three stages. It is useful to share insightful information on Client Operations Manager Job Description. This PPT slide can be easily accessed in standard screen and widescreen aspect ratios. It is also available in various formats like PDF, PNG, and JPG. Not only this, the PowerPoint slideshow is completely editable and you can effortlessly modify the font size, font type, and shapes according to your wish. Our PPT layout is compatible with Google Slides as well, so download and edit it as per your knowledge.

Following slide showcases reviews and rating of services offered by Runrun.it software to its customers. It shows details about overall ratings such as value for money, ease of use, features etc. along with client review statements. Introducing Client Testimonials Task Management Software Investment Pitch Deck to increase your presentation threshold. Encompassed with one stages, this template is a great option to educate and entice your audience. Dispence information on Money Value, Ease Of Use, Features, using this template. Grab it now to reap its full benefits.

This slide highlights customer journey mapping to track users actions and key touch points across levels such as awareness, consideration, conversion, loyalty. It enables organizations to see how well each step of the sales process is working. Introducing Asset Management Start Up Evaluating Client Journey Through A Sales Funnel BP SS to increase your presentation threshold. Encompassed with six stages, this template is a great option to educate and entice your audience. Dispence information on Awareness, Interest, Conversion, using this template. Grab it now to reap its full benefits.

Presenting our Manage Clients Effectively In Powerpoint And Google Slides Cpb PowerPoint template design. This PowerPoint slide showcases four stages. It is useful to share insightful information on Manage Clients Effectively This PPT slide can be easily accessed in standard screen and widescreen aspect ratios. It is also available in various formats like PDF, PNG, and JPG. Not only this, the PowerPoint slideshow is completely editable and you can effortlessly modify the font size, font type, and shapes according to your wish. Our PPT layout is compatible with Google Slides as well, so download and edit it as per your knowledge.

Mentioned slide provides information about customer review related to company logistics and supply chain management services. Introducing Client Testimonials Supply Chain Data Management Funding Elevator Pitch Deck to increase your presentation threshold. Encompassed with two stages, this template is a great option to educate and entice your audience. Dispence information on Increasing, Internal, Transform, using this template. Grab it now to reap its full benefits.

Presenting our Client Management In Powerpoint And Google Slides Cpb PowerPoint template design. This PowerPoint slide showcases three stages. It is useful to share insightful information on Client Management This PPT slide can be easily accessed in standard screen and widescreen aspect ratios. It is also available in various formats like PDF, PNG, and JPG. Not only this, the PowerPoint slideshow is completely editable and you can effortlessly modify the font size, font type, and shapes according to your wish. Our PPT layout is compatible with Google Slides as well, so download and edit it as per your knowledge.

This slide caters to the details related to the clients feedback based on their experiences. It consists of information about the benefits of financial technology mobile applications to its users.Introducing Client Testimonials Expense Management Software Investor Funding Elevator Pitch Deck to increase your presentation threshold. Encompassed with one stage, this template is a great option to educate and entice your audience. Dispence information on Recommend Enough, Savings Amounts, Interested Taking, using this template. Grab it now to reap its full benefits.

Mentioned slide provides information about customer review related to company logistics and supply chain management services. Present the topic in a bit more detail with this Client Testimonials Supply Chain Management Investor Funding Elevator Pitch Deck. Use it as a tool for discussion and navigation on Offering Enhanced Delivery, Supporting Better Access. This template is free to edit as deemed fit for your organization. Therefore download it now.

This slide highlights customer journey mapping to track users actions and key touch points across levels such as awareness, consideration, conversion, loyalty. It enables organizations to see how well each step of the sales process is working. Increase audience engagement and knowledge by dispensing information using Evaluating Client Journey Through A Sales Funnel Project Management Business Plan BP SS. This template helps you present information on eight stages. You can also present information on Awareness, Engagement, Opportunity, Negotiation using this PPT design. This layout is completely editable so personaize it now to meet your audiences expectations.

Following slide provides insights into major customer base experience testimonials. It includes testimonials from Be Power Chief Data Officer, Divx Director of Engineering, and Drivewealth Principal Data Engineer. Introducing Client Testimonials Fundraising Pitch For Data Management Company to increase your presentation threshold. Encompassed with three stages, this template is a great option to educate and entice your audience. Dispence information on Key Activities, Key Resources, Value Propositions, using this template. Grab it now to reap its full benefits.

Following slide showcases reviews and rating of services offered by Runrun.it software to its customers. It shows details about overall ratings such as value for money, ease of use, features etc. along with client review statements.Introducing Client Testimonials Business Management Fundraising Pitch Deck to increase your presentation threshold. Encompassed with one stage, this template is a great option to educate and entice your audience. Dispence information on Customer Support, Recommend Probability, Excellent Software, using this template. Grab it now to reap its full benefits.

Following slide showcases reviews and rating of services offered by Runrun.it software to its customers. It shows details about overall ratings such as value for money, ease of use, features etc. along with client review statements. Introducing Client Testimonials Investor Pitch Deck For Project Management to increase your presentation threshold. Encompassed with Two stages, this template is a great option to educate and entice your audience. Dispence information on Recommend Probability, Customer Support, Features using this template. Grab it now to reap its full benefits.

Following slide provides insights into customer experience reviews of company website. It includes key points related to offered service experience, and benefit to customers. Introducing Client Testimonials Accounts Management Funding Accelerator Pitch Deck to increase your presentation threshold. Encompassed with two stages, this template is a great option to educate and entice your audience. Dispence information on Director, Financial, Competitive, using this template. Grab it now to reap its full benefits.

Introducing our premium set of slides with Sales Team Training Icon For Client Management. Ellicudate the three stages and present information using this PPT slide. This is a completely adaptable PowerPoint template design that can be used to interpret topics like Sales Team Training Icon, Client Management. So download instantly and tailor it with your information.

Presenting Client Management Templates In Powerpoint And Google Slides Cpb slide which is completely adaptable. The graphics in this PowerPoint slide showcase six stages that will help you succinctly convey the information. In addition, you can alternate the color, font size, font type, and shapes of this PPT layout according to your content. This PPT presentation can be accessed with Google Slides and is available in both standard screen and widescreen aspect ratios. It is also a useful set to elucidate topics like Client Management Templates. This well structured design can be downloaded in different formats like PDF, JPG, and PNG. So, without any delay, click on the download button now.

Following slide showcases customer reviews about company products and services. It includes viewpoints of happy clients such as Claire, Nicholas and Alexandra. Introducing Client Testimonials Investment Pitch Deck For Business Management to increase your presentation threshold. Encompassed with three stages, this template is a great option to educate and entice your audience. Dispence information on Create Meetings, Fast Speed, Online Collaboration, using this template. Grab it now to reap its full benefits.

The slide illustrate some esteemed client of Swiggy company. It includes clients such as college students, food reviewers, high school students, working professionals, restaurant researchers, reservation customers Increase audience engagement and knowledge by dispensing information using Esteemed Clients Food Management Company Profile CP SS V This template helps you present information on six stages. You can also present information on College Students, Food Reviewers, Working Professionals using this PPT design. This layout is completely editable so personaize it now to meet your audiences expectations.

Following slide showcases reviews and rating of services offered by Runrun it software to its customers. It shows details about overall ratings such as value for money, ease of use, features etc. along with client review statements. Present the topic in a bit more detail with this Client Testimonials Fundraising Pitch Deck For Project Management Software. Use it as a tool for discussion and navigation on Customer Support, Recommend Probability, Money Value. This template is free to edit as deemed fit for your organization. Therefore download it now.

This slide shows various techniques which can be used by wealth management firms or managers to conduct financial evaluation of client. It includes gathering financial documents, budget analysis, cash flow analysis, etc. Increase audience engagement and knowledge by dispensing information using Wealth Management Techniques To Conduct Financial Assessment Of Client Fin SS This template helps you present information on One stages. You can also present information on Financial Documents, Budget Analysis, Cash Flow Analysis using this PPT design. This layout is completely editable so personaize it now to meet your audiences expectations.

This slide shows information which can be used by individuals to get basic understanding of wealth management. It includes accurate information, clear communication, regular updates and reviews. Introducing Wealth Management Various Client Obligations In Wealth Management Fin SS to increase your presentation threshold. Encompassed with Four stages, this template is a great option to educate and entice your audience. Dispence information on Accurate Information, Update, Review using this template. Grab it now to reap its full benefits.

Mentioned slide demonstrates positive customers reviews related to offered products by work management company. It includes reviews from Global marketing operation management throughtworks, head of delivery Telefonica and AVP marketing Genpact. Introducing Client Testimonials Project Management Investor Funding Elevator Pitch Deck to increase your presentation threshold. Encompassed with three stages, this template is a great option to educate and entice your audience. Dispence information on Thoughtworks, Telefonica, Genpact, using this template. Grab it now to reap its full benefits.

This slide shows reviews and ratings given by customers after using the products of the brand which can help investors to get an idea regarding the products performance. Increase audience engagement and knowledge by dispensing information using Client Testimonials Finance Management Mobile Application. This template helps you present information on two stages. You can also present information on Designation CEO, Company Name, Slide Shows Reviews, Products using this PPT design. This layout is completely editable so personalize it now to meet your audiences expectations.

Following slide provides insights into major customer base experience testimonials. It includes testimonials from Be Power Chief Data Officer, Divx Director of Engineering, and Drivewealth Principal Data Engineer. Introducing Client Testimonials Big Data Management Investment Raising Pitch Deck to increase your presentation threshold. Encompassed with three stages, this template is a great option to educate and entice your audience. Dispence information on Pipeline Anymore, About Data, Source Solutions, using this template. Grab it now to reap its full benefits.

This slide shows reviews and ratings given by customers after using the services provided by the company which can help investors to get an idea regarding the products performance. Introducing Client Testimonials Drone Fleet Management Company Fundraising Pitch Deck to increase your presentation threshold. Encompassed with three stages, this template is a great option to educate and entice your audience. Dispence information on Emma, Max, Jamie, using this template. Grab it now to reap its full benefits.

The following slide showcases the perceptive of customers that use products and services provided by an e-commerce logistics management platform offering company. It provides tools for global logistics providers and retailers. Introducing Client Testimonials Logistics Management Company Investor Funding Elevator Pitch Deck to increase your presentation threshold. Encompassed with three stages, this template is a great option to educate and entice your audience. Dispence information on Management, Logistics, Providers, using this template. Grab it now to reap its full benefits.

This slide covers client testimonials of company offered platform for creating ands sharing structural database. It highlights key benefits such as wide range of purposes, running marketing operations and facilitate effective workflows. Increase audience engagement and knowledge by dispensing information using Client Testimonials Cloud Database Management Software Investor Funding Ask Pitch Deck This template helps you present information on Four stages. You can also present information on Asset Management, Communications Professional, Running Marketing Ops using this PPT design. This layout is completely editable so personaize it now to meet your audiences expectations.

The following slide outlines different testimonials from our major clients. The slide covers positive reviews about using sustainable investment services and how it benefit clients. Introducing Client Testimonials Portfolio Management Investor Funding Elevator Pitch Deck to increase your presentation threshold. Encompassed with two stages, this template is a great option to educate and entice your audience. Dispense information on Creative, Strategist, Investment, Services, Budget, using this template. Grab it now to reap its full benefits.

This slide represents checklist for managed service company customer onboarding to establish relationship of trust such as stages, tasks, etc. Presenting our well structured Client Onboarding Checklist For Managed Service Provider. The topics discussed in this slide are Pre-Sales, Contract And Agreement, Technical Setup. This is an instantly available PowerPoint presentation that can be edited conveniently. Download it right away and captivate your audience.

This slide represents management consulting client onboarding checklist to suit requirements of project such as elements, priority status, etc. Introducing our Client Onboarding Checklist For Management Consulting set of slides. The topics discussed in these slides are Introduce Services And Establish Rapport, Develop Proposal Outlining Services, Clarify Client Objectives And Outcomes. This is an immediately available PowerPoint presentation that can be conveniently customized. Download it and convince your audience.

This slide showcases managing CRM data and client communication with hotel property management system PMS with booking confirmation and updates, and pre-arrival communications. Increase audience engagement and knowledge by dispensing information using Hotel Property Management To Streamline Client Communication And CRM Data Management CRP DK SS. This template helps you present information on four stages. You can also present information on Feedback Collection, Service Requests Assistance, Booking Confirmation And Updates, Pre Arrival Communications using this PPT design. This layout is completely editable so personaize it now to meet your audiences expectations.

The purpose of this slide is to help businesses improve post-event experience of clients through increased engagement utilizing surveys, follow-ups, gifts, etc. Introducing our premium set of slides with Post Event Engagement Techniques For Corporate Client Management. Ellicudate the four stages and present information using this PPT slide. This is a completely adaptable PowerPoint template design that can be used to interpret topics like Post Event Survey, Social Media Contest, Client Management. So download instantly and tailor it with your information.

This complete deck is oriented to make sure you do not lag in your presentations. Our creatively crafted slides come with apt research and planning. This exclusive deck with nine slides is here to help you to strategize, plan, analyse, or segment the topic with clear understanding and apprehension. Utilize ready to use presentation slides on Authority Matrix Project Chartering Committee Client Representatives Project Manager with all sorts of editable templates, charts and graphs, overviews, analysis templates. It is usable for marking important decisions and covering critical issues. Display and present all possible kinds of underlying nuances, progress factors for an all inclusive presentation for the teams. This presentation deck can be used by all professionals, managers, individuals, internal external teams involved in any company organization.

Presenting app web based client management diagram powerpoint images. This is a web based client management diagram powerpoint images. This is a eight stage process. The stages in this process are campaigns, help desk, quotes and sales orders, product management, clients, email marketing, mailing list, lead management.

Presenting client management process flow chart ppt sample download. This is a client management process flow chart ppt sample download. This is a five stage process. The stages in this process are identify target, match resources, measure effort, share intelligence, review progress.

Presenting client based wealth management planning presentation pictures. This is a client based wealth management planning presentation pictures. This is a six stage process. The stages in this process are client, understand, identify, evaluate, recommend, implement, monitor.

Presenting client based investment management planning powerpoint slide designs. This is a client based investment management planning powerpoint slide designs. This is a ten stage process. The stages in this process are income and expenditure, current savings and assets, long term care needs, protection planning, charges and flexibility, post retirement planning, pre retirement planning, investment management.