Connecting with the Connected Investor: Wealth Management Made Personal
Connecting with the Connected Investor: Wealth Management Made Personal
How can advisors build more connected, loyal relationships with their clients? For many firms, it’s about easing the process of 1:1 engagement and putting a personal face on the complexities of wealth management. Discover how TimeTrade, the leader in intelligent appointment scheduling for Salesforce, is enabling efficient, highly personalized interactions whenever and wherever clients choose to connect.
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