Bob Veres Inside information: Workflows and task tracking
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Professional Insights

Bob Veres Inside information: Workflows and task tracking

6 months ago · 2.5 MB Download

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In the April edition of Inside Information, Bob goes in depth on:

  • East workflows and task tracking: Address firm frustration by trying to fit office procedures into CRM workflows. Read about a new software option that specifically adds workflow creation and automation to your CRM – and enjoy the office management features that come with it.

  • Evaluating custodial alternatives: A group of larger RIA firms decided to check out the alternatives to their schwabitrade relationship, so they would once again

Download the Inside Information April 2022

File name: insideinfo-april2022.pdf

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