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Data, Analytics, and the Opportunity in the Client / Advisor Journey

Data, Analytics, and the Opportunity in the Client / Advisor Journey

Download this eBook to learn how to dig deeper into data to facilitate best behaviors and practices that drive outcomes.

Topics covered include:

  • The new client journey
  • CRM integration to trigger advisor/agent actions
  • The type of omnichannel touches you need to orchestrate, by vertical (wealth management, life insurance, and P&C)
  • And more!