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The Full Story
About Us
The inception of the business: In 2020, we interviewed over 300 financial advisors, dissatisfied with existing CRMs, we set out to create a tailored solution using Microsoft Dynamics . We now have over 700 advisors accross different teams using our out of box solution.
Mission
Empower advisors to achieve greater efficiency through the integration of a CRM within the Microsoft ecosystem. By automating workflows, enhancing team
collaboration and enabling integration with their back office, advisors can proactively manage their tasks and reclaim valuable time to focus on new opportunities.
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