Several customization and collaboration enhancements to the Decision Center, including full, unlimited editing, are now available, with more on the way.
The digital lead generation provider is banking on its proprietary technology to stand out in a crowded field.
The firm’s proprietary Relationship Quality Index combines multiple metrics, based on a 14-question survey, to measure the quality of client relationships.
Panel discussion focuses on fostering deeper relationships with clients by making them feel seen and heard.
Cadre's CEO discusses how the firm uses predictive models and workflow tools to change the real estate investment experience.
The financial monitoring and collaboration technology helps families and advisors protect aging seniors.
Lessons learned to help companies avoid missteps when changing their technology stacks.
Sid Yenamandra's new company, RegVerse, has introduced its first product, Avery, a generative AI regulatory technology.
Molly Bennard discusses Connectus Wealth's business model, the importance of organic growth, future opportunities and more.
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Oct 11, 2023
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