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Empowering Your Financial Advisors With Salesforce

Perficient

But financial advisors that work for larger wealth managers and are looking to be more targeted and personalized with client outreach are often burdened by the hoops put in place by corporate infrastructures that they must jump through in order to get new marketing content made or sales campaigns underway.

Taxes 294
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SuperMoney Brings a Kayak-Like UX to the Online Borrowing Process

Fintech Labs Insights

As the company’s Managing Partner Harry Langenberg pointed out, SuperMoney is taking the same approach to loan comparison that “won Google the search engine wars.” ” Pictured: SuperMoney Managing Partner Harry Langenberg demonstrating the Supermoney loan offer comparison tool at FinovateSpring 2017.

UX 22