New reporting connects marketing activity directly to assets under management (AUM), giving firms a single source of truth for enterprise forecasts and advisor adoption Snappy Kraken, the martech ...
Lone Wolf Technologies has released Deal Tracker, a new pipeline dashboard designed to give real estate agents a centralized, real-time view of the home transaction process from initial contact ...
New reporting connects marketing activity directly to assets under management (AUM), giving firms a single source of truth for enterprise forecasts and advisor adoption The dashboard, available within ...
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