Tag : Advisor CRM

Advisor CRM and SmartData Partner to Advance Operational Efficiency for Financial Advisors
Fintech News

Advisor CRM and SmartData Partner to Advance Operational Efficiency for Financial Advisors

Cision PRWeb
by Cision PRWeb0
 Advisor CRM, an all-in-one CRM platform designed exclusively for financial advisors, announced a strategic partnership with SmartData, a secure data aggregation and prospect engagement platform. As a result of the integration, advisors who use the Advisor CRM platform have the ability to enhance the efficiency, accuracy, and value of how they......
Advisor CRM Launches Free Native AI Meeting Assistant for RIAs
Artificial Intelligence Finance Fintech News

Advisor CRM Launches Free Native AI Meeting Assistant for RIAs

Cision PRWeb
by Cision PRWeb0
The all-in-one CRM solution for growth-mode RIAs launched in November and is already trusted by thousands of advisors Advisor CRM, an all-in-one CRM platform designed exclusively for registered investment advisors (RIAs), unveiled a fully integrated AI meeting assistant, included free with every account. Advisor CRM is the first fintech to......
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