Wednesday, September 25, 2019

Raymond James Gets Advisors Pumped About Tech

The audio functions are very useful, according to Steckler. “It’s an efficient tool for me, since I can dictate notes to clients and save them in the CRM,” she said. For instance, the advisor said, “I ...

from crm - BingNews https://ift.tt/2mIHoK4
September 25, 2019 at 05:04PM

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