?? New Integration Partnership! “VRGL is excited to partner with Wealthbox, enabling a seamless connection between client records and profile creation to simplify information management for advisors,” said Josh Smith, Co-founder & CEO of VRGL. “This partnership aims to streamline the client onboarding process and ensure your CRM and core proposal tool are always in sync.” Join us on September 5th at 2PM ET to see VRGL + Wealthbox in action - RSVP ?? https://lnkd.in/g9rCYhEe
VRGL的动态
最相关的动态
-
This weeks video! Events with Millennium Consulting, BroadVent TM Forum FINOS + with 60% of LinkedIn feed content & emails viewed on mobile first - how ready are you - check out our blog on being mobile first. ? Check out Millennium Consulting today at Unit4 Coda Day - there's a link through below to their live knowledge hub to accompany the event - shout out to Jeremy Lucas Chris Peall ? Shout out to our partners BroadVent and upcoming DTW24 in Copenhagen June 18-20 by TM Forum - have a great trip Layla Morgan Daniel Newman-Schultz ? The countdown is on to FINOS OSFF in London on June 26th - bravo Gabriele Columbro Aaron Grizz Griswold Niamh Parker Win Morgan and all the team - it's pretty much sold-out, you can grab last remaining spots - links below - and dive into why open-source is transforming financial services ?? How mobile is your marketing & sales really... 60% of LinkedIn traffic is from mobile. Similarly, 60% of emails are opened first on a mobile device. So, how ready are you to capture this in your marketing and sales? Check out the Zngly blog and make mobile central to your sales and marketing. For more posts like this give Zngly a follow. #ai #b2b #sales #marketing #growth #tech #techinnovation Dogpatch Labs
-
First impressions are everything, so make them count. ???? Introduce yourself with personalised and professional Digital Introductions, get real-time notifications when clients open the?link,?and connect at the perfect moment. Learn more at realtair.com ?? #RealtairTips #realestatestrategy #realestatebusiness #proptech #propertytechnology #prospecting101
-
AE Spotlight ??: Jennifer A. (T-Mobile) collaborated with Mobilfy to address property management challenges faced by LA Capital Management. Mobilfy's solution, Scalesfusion MDM, seamlessly integrated into operations, transforming and enhancing property management efficiency. The powerful collaboration between Jennifer, T-Mobile, and Mobilfy has brought about a positive impact on LA Capital Management's property management processes. ???? #TMobileMobilfySuccess #PropertyManagementTransformed #Tmobilepartnerprogram #Tmobileforbusiness
-
??Ideas from the Market Map With a host of amazing features, moneyinfo is a next gen portal set to maximise client experience and satisfaction, not to mention helping your business run more efficiently! Did you know that Jigsaw Tree Ltd can help your practice implement and maximise value from the moneyinfo portal? Check out some other great systems and services on the market map. ???? wovenmarketmap.com
-
-
Joining an exchange has never been easier! ?? With Easyshare.global, signing up is as simple as 1-2-3! Just a few clicks and you're ready to explore the world of digital assets. Say hello to seamless onboarding. visit https://lnkd.in/dvxdJq9R to signup immediately! ???? #easysignup #cryptomadesimple #jointherevolution
-
-
In the fast-evolving world of real estate, technology is transforming the way we buy, sell, and manage properties. With innovations like virtual home tours and online transactions, staying ahead is crucial. However, safeguarding sensitive client data and business information is paramount. Discover how CMIT Solutions can help you navigate these challenges and protect your valuable assets in our latest blog at https://lnkd.in/emD7CGZ2 #CMITSolutions #AIInnovation #ExpertSupport
-
-
AE Spotlight Alert ??: Ricky Robertson (T-Mobile) and Mobilfy collaborated to seize an asset tracking opportunity for Jay's Tree Service. Ricky identified the need, and Mobilfy provided the perfect solution - the Yabby tracker. Seamlessly integrating into operations, the Yabby tracker ensures an ideal asset tracking solution for Jay's Tree Service. ?? #TMobileMobilfySuccess #AssetTracking #Tmobilepartnerprogram #Tmobileforbusiness????
