Under Three Minutes: Unlocking the Power of the Client Hierarchy

Viewing Time: 2:13

In our newest “Under Three Minutes”, Adam Edmonds, VP of Products, discusses the untapped value of improving business relationships through client hierarchies for financial institutions, and what that means for a firm’s success.

 


View Recent Videos

Under Three Minutes: The State of Next Best Action


Under Three Minutes: Vertical CRM and You


Under Three Minutes with NexJ – ROI with NexJ