Learn live.
Or on your schedule.
Weekly office hours, topic-focused webinars, and the occasional in-person gathering. Every live session is recorded and indexed — so nothing worth hearing goes unheard.
What's coming up
Live sessions you can join from your desk — plus a quarterly in-person meetup in one of our hub cities.
Office Hours: Ask Us Anything
Bring any question — configuration, workflow design, reporting, or roadmap — and the Experivise success team will answer live.
Workflow Design Deep Dive
A walkthrough of the 13-state workflow engine using a real client-onboarding example. We'll cover reviewer chains, SLA logic, and co-applicant handling.
Compliance 101 for New Firms
Audit trails, KYC, permission controls, and the three compliance habits every growing firm should bake in during their first 90 days on Experivise.
Experivise NYC Meetup
An intimate evening with the Experivise leadership team and a handful of NYC-area firms. Product demo, dinner, and the good kind of shop talk.
Reporting & Business Intelligence
How to build a quarterly business review that actually runs the firm — with custom dashboards, cohort analysis, and the three metrics we start every QBR with.
Watch on your schedule
Every live session is recorded and indexed by topic. Skim the chapters, jump to the part that matters, share a timestamp with your team.
Host a private session for your firm.
Walk through Experivise with your team in a session tailored to your workflows. Recorded, captioned, and yours to keep.