video1.0<iframe src="https://www.loom.com/embed/ca560b55df1b40e68a5802f81b85a9e0" frameborder="0" width="2194" height="1645" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>16452194Loomhttps://www.loom.com16452194https://cdn.loom.com/sessions/thumbnails/ca560b55df1b40e68a5802f81b85a9e0-fb7fe391d52e07bc.gif357.626In this video, I demonstrate how to utilize Client Chat to streamline client communication in Financial Center. I showcase how to access the Client Chat tab, create topics for organized conversations, and engage with clients efficiently. Additionally, I highlight the client's perspective, including email notifications and secure portal access. No specific action is requested from viewers.