Webinar Training

Learn Swivel, together

Live weekly training built for every seat in your office — advisors learning the platform, staff structuring the data behind it, and an open forum where any question gets a straight answer.

Mondays

Getting Started
Build a strong foundation & get ready to use Swivel in your day-to-day work.

11 am CST

New to Swivel

Best for: All Users

Learn how to navigate the Swivel platform with confidence. This session focuses on core functions and key concepts.

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2 pm CST

Implementation & Data Setup

Best for: Office Managers & Staff

Audit your data, deduplicate records, address importing your books of business, and establish a scalable, well-structured data model.

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Wednesdays

Customer Open Forum
Spend an hour with Swivel CEO Matt Walker exploring product best practices, expert tips, new features, and practical ways to help your team succeed with Swivel.

12 pm CST

Swivel Success Live with Matt Walker, CEO

Best for: All Users

An open, interactive session with Swivel's CEO. Bring your questions, hear what's new, and leave with practical takeaways you can put to work right away.

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