Integrating MyCreditz into Client Workflows

This presentation focused on a transformative AI-powered credit intelligence engine designed to revolutionize credit management. MyCreditz offers a six-step process for financial advisors to integrate credit insights into client workflows, including obtaining client consent for soft credit bureau pulls, assessing credit health, building improvement strategies, matching clients with suitable lenders, and providing ongoing monitoring. The platform includes tools like the AI Impact Lab, Undet Radar, and Bingo Report to simulate financial scenarios and improve credit scores. MyCreditz aims to democratize credit, empowering individuals to achieve financial goals through data-driven planning, and giving the Financial Advisor a way to help their clients to reach their goals.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 40m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning / General credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Integrating MyCreditz into Client Workflows
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Heather Reid

Heather leads the company's vision for transformative customer experiences, data-driven innovation, and digital excellence. With a keen eye for emerging technologies and a deep understanding of the financial services landscape, Heather drives initiatives that seamlessly connect customer needs with smart, scalable digital solutions. Before joining MyCreditz, Heather held senior roles across strategy, technology, and operations, shaping digital ecosystems that empowered those businesses and their customers.