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Zack Glass
Prior to my role at gMine
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Advisor Engine CRM
CRM for financial advisory & wealth management firms
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Zack Glass
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5yr ago
Advisor Engine CRM - CRM for financial advisory & wealth management firms
From a 30,000 foot view of the firm’s productivity, to a 360-degree view of a client, AdvisorEngine CRM combine smart-automation with personal client service.
Features:
Activity Tracking
Advanced Workflows & Automation
Client Data Segmentation & Communication
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