The Zinnia SmartOffice Team--Wael Boutros, Sean Graham and Justin Bishop--at Osaic ConnecTED 2024. Stop by booth 336 and say hi!
关于我们
SmartOffice is true practice management that helps your growing firm manage multiple lines of business and a large client base from anywhere, anytime—all while increasing the personal level of service that secures your position as your clients’ most trusted financial advisor. An easy-to-use, cloud-based, financial advisor solution, SmartOffice ties together the diverse pieces of your business: people, process, and systems. As a result, your entire office can do drive more business while building and maintaining strong client relationships.
- 网站
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https://www.ebixcrm.com/
Zinnia SmartOffice的外部链接
- 所属行业
- IT æœåŠ¡ä¸Žå’¨è¯¢
- 规模
- 1,001-5,000 人
- 类型
- 上市公å¸
- 创立
- 1995
- 领域
- crmå’Œagency management
Zinnia SmartOffice员工
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Webinar: Take a live tour of SmartOffice CRM Wednesday, June 12th - 2024 11am PDT / 2pm EDT Register: https://hubs.li/Q02zR_Z80
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Webinar: Take a live tour of SmartOffice CRM Wednesday, June 12th - 2024 11am PDT / 2pm EDT Register: https://hubs.li/Q02zRV__0
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Click here to find out more about Zinnia's Life and Annuities Exchange Solutions! https://hubs.li/Q02zYG_G0
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Click here to find out more about Zinnia's Life and Annuities Exchange Solutions! https://lnkd.in/eDTa6u3U
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