, an integrated productiveness platform, to streamline inner collaboration. The functions group takes advantage of it to work jointly to solve tough services difficulties, and advisors use it for discussions related for their work, for instance preparing and retirement aims. Workflow automation T

It removes the stress That always occurs when customers are not able to access a business consultant, thereby improving Total customer pleasure and retention. The "Missed Call Text Back" element automatically sends a personalized text message to any customer whose call goes unanswered.