Redtail vs Salesforce FSC: Which is the best CRM for Financial Advisors?
Customer Relationship Management (CRM) software that is fully-integrated into a firm’s infrastructure can be an incredibly powerful tool. It is just one of a wide array of financial technology (fintech) tools that have been engaged in a technological arms race for advisors trying to stay abreast of their competition as well as the expectations of increasingly tech-savvy clients. With […]