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Using CRM as the Core of an Advisor Workstation – Delivered at Finlocity

Matt Bogart, Vice President of Marketing for NexJ Systems, explains why CRM has to be at the core of any successful Advisor Workstations. Matt describes where the industry is heading using industry trends and customer case studies.

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Using CRM as the Core of an Advisor Workstation

Resources » Video » Using CRM as the Core of an Advisor Workstation – Delivered at Finlocity

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10 York Mills Road, 7th Floor

Toronto, ON Canada

M2P 2G4

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