Shared Expertise

Superior Client Services, Advise more clients, Earn more, Provide better service

New Income Streams



Using SharedExpertise, you can create new income streams with various revenue and subscription choices, retaining your core business models while moving from single-sale to ongoing-growth relationships. Be easily reachable to your clients and grow your monthly recurring revenues.

Competitive Advantage



SharedExpertise greatly enhances communication. Accomplish new levels of collaboration with ease of use and flexibility to connect in a variety of ways including in-person meetings, video conferencing, messaging and more.

Tracking and Reporting



Measuring the effectiveness of how information is being shared and received is important for the success of your programs. SharedExpertise provides real-time reporting and the analytics you want in one-third the time it takes to normally collect this data.

Accountability



Built-in accountability features such as notifications, session notes, action items, and document requests ensure that users get the most out of each learning opportunity.

Building Connections



SharedExpertise builds stronger relationships. Choose your own or use SharedExpertise’s skill-based matching system to connect your experts to clients as they are learning or sharing knowledge. Connecting is quick and sharing is easy.

Flexible Scheduling



SharedExpertise fine-tunes for any degree of structure and flexibility. Using the invitation-based feature, your experts can have control of their own schedule. This allows all parties to request, reschedule, or cancel meetings. You can give your experts the option of approving their own appointment dates, times, types, and locations. In addition, they can request pre-meeting preparations from those they are meeting to ensure that their clients gets the most out of each learning opportunity.