Utilizing Technology to Manage Clients

Update: 2025-04-15

Description

Osaic's Mananger of Technology Solutions Consulting, Mark Matheny, discusses the vital role of technology platforms to manage your financial clients. Mark gives excellent advice on handling life events using your CRM. Hear valuable instruction on using reminders, workflows, and customized templates. Learn how to best use tags and filters for segmentation.

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1.0x

Utilizing Technology to Manage Clients

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Utilizing Technology to Manage Clients

Geoff Severson

Utilizing Technology to Manage Clients