Who sends the Engageware FI Welcome Call link to the client?

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Multiple Choice

Who sends the Engageware FI Welcome Call link to the client?

Explanation:
The person responsible for sending the Welcome Call link is the SC. This role serves as the client-facing coordinator for onboarding, so they’re the ones who initiate contact, share scheduling details, and ensure the client has the correct link and information to join the Welcome Call. Other roles—such as those handling technical setup, ongoing advisory guidance, or implementation work—play important parts in the process, but the initial link is issued by the SC to establish a clear, single point of contact for the client.

The person responsible for sending the Welcome Call link is the SC. This role serves as the client-facing coordinator for onboarding, so they’re the ones who initiate contact, share scheduling details, and ensure the client has the correct link and information to join the Welcome Call. Other roles—such as those handling technical setup, ongoing advisory guidance, or implementation work—play important parts in the process, but the initial link is issued by the SC to establish a clear, single point of contact for the client.

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