LoanBuddy posted in Press @ October 1, 2018

The Latest In Financial Advisor #FinTech (October 2018)

Is Salesforce Financial Services Cloud Growing Away From The RIA/IBD Community? In the early days of computers, “CRM software” was little more than an electronic version of a rolodex, holding the contact details of clients, prospects, and perhaps the company’s service providers and other key contacts, with some room to add notes to detail any recent communication with the individual.

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