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The AI Secret Sauce Your Competitors Are Using (And Why You Should Too!)

The AI Secret Sauce Your Competitors Are Using (And Why You Should Too!)

by rykiel bterrani | Nov 7, 2024 | AI Innovation

Ever wonder how competitors seem to always stay one step ahead, capturing high-value leads, closing deals faster, and making precision-driven decisions? The answer lies in a powerful, and often underutilized, ingredient in their tech stack: AI. From predictive...
Maximizing Advisor Efficiency with Client-Focused Technology

Maximizing Advisor Efficiency with Client-Focused Technology

by rykiel bterrani | Oct 29, 2024 | Industry Trends

This article was contributed by Emily Reed, CEO of HeyAdvisor. Seventy-six percent of advisors agree that technology will be critical to their success over the next five years, and it’s easy to see why. Efficiency and client satisfaction have become essential...
Achieving SMB Sales Excellence: The role of technology in driving results

Achieving SMB Sales Excellence: The role of technology in driving results

by rykiel bterrani | Oct 22, 2024 | Industry Trends

Sales leadership in small and medium-sized businesses (SMBs) is often a balancing act. You need to manage a fast-paced sales pipeline, lead a team of sellers, and forecast revenue accurately—all while keeping up with the day-to-day demands of a growing company. To...
Competing in the Canadian Market: How custom CRM solutions give you an edge

Competing in the Canadian Market: How custom CRM solutions give you an edge

by rykiel bterrani | Oct 17, 2024 | CRM Insights

The Canadian market is unique, filled with opportunities and challenges that require businesses to adapt quickly and efficiently. From navigating regional requirements to adhering to strict data protection laws, sales leaders in Canada must balance customer engagement...
Empowering Financial Advisors: How CRM helps you stay ahead of client needs

Empowering Financial Advisors: How CRM helps you stay ahead of client needs

by rykiel bterrani | Oct 10, 2024 | CRM Insights

Meeting client expectations has never been more important for financial advisors. With clients seeking personalized, timely, and proactive financial advice, the ability to manage client relationships effectively is key to maintaining trust and growing a successful...
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