FinTurk Expands AI-First CRM With FormFiller™ and CashSweep™ Automation Tools for Financial Advisors
New workflows simplify paperwork and cash management, helping advisors streamline operations within a single platform FinTurk, an AI-first CRM built specifically for financial advisors, announced the launch of FormFiller™ and CashSweep™, two new workflow automation tools designed to simplify client paperwork and cash management for registered investment advisors (RIAs). Built directly on......