IDC WIN

IDC WIN Launch, 2024 Education days, National Travel Webinar, Technology day

2024 IDC WIN Slides, Videos and presentations

slides, powerpoint, webinar, personal health insurance, PHI, Symposium June 5, 2024, recordings

2024 IDC WIN Workplace Solutions (Group Services) videos, presentations

Find the presentations and/or recordings from the April 18th Education Day in Mississauga

2024 Spring Education Day - Mississauga

Find the presentations and/or recordings from the April 8th Education Day in Calgary

2024 Spring Education Day - Calgary

Find the presentations and/or recordings from the April 9th Education Day in Edmonton

2024 Spring Education Day - Edmonton

You will find IDC WIN hosted Manulife webinar recordings and/or slides here for your review

2024 Manulife webinars, videos, slides, presentations

You will find IDC WIN hosted Equitable Life webinar recordings and/or slides here for your review

2024 Equitable Life webinars, videos, slides, presentations

You will find IDC WIN hosted iA Financial webinar recordings and / or slides here for your review

2024 iA Financial webinars, videos, slides, presentations

You will find IDC WIN hosted Beneva Insurance webinar recordings and/or slides here for your review

2024 Beneva webinars, slides, presentations

You will find the Conquest hosted webinar recordings and/or slides here for your review

Conquest - modules, webinars, slides, presentations

IDC WIN Launch, RRSP Wealth Launch, The Reason Why Letter and Discovery Agreements

2025 IDC WIN Slides, Videos and Presentations

2025 IDC WIN Workplace Solutions (Group Services) videos, presentations, recordings

2025 Slides, Videos and Presentations - Equitable Life

You will find IDC WIN hosted Desjardins webinar recordings and/or slides here for your review

2025 IDC WIN Slides, Videos and Presentations - Desjardins

You will find IDC WIN hosted BMO Insurance webinar recordings and/or slides here for your review

2025 Slides, Videos and Presentations - BMO Insurance

You will find IDC WIN posted CPP Foresters webinar recordings and/or slides here for your review

2025 CPP Foresters webinars, videos, slides, presentations

2025 Manulife webinars, videos, slides, presentations

WINBIG

Training & Education

IDC WIN BIG Website

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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