Resources for Client360 and InquiryPoint.

Within the Client360-InquiryPoint system, you can submit, work, and resolve Inquiries. This training site provides you with a view of the Client360 help file from the Client perspective, but also targeted resources for your team. You can use the Search option at the top of the page to search within the InquiryPoint help portal.

InquiryPoint help

Learn how to use InquiryPoint. Use the Navigation Pane on the left to find out what's new, learn about common tasks, or find answers to Frequently Asked Questions (FAQ's). You can also sneak a peek at the client perspective of Client360.

Clients.

What's New.

How to.

References.

FAQ.

Relationship Managers.

Admin.

InquiryPoint training

There is additional training available on Xchange.

View the recorded training session.