Savvy Tech Stack: AI CRM Saves Advisors 19 Hrs/Week скачать в хорошем качестве

Savvy Tech Stack: AI CRM Saves Advisors 19 Hrs/Week

🤖 Savvy's underlying technology platform and products help financial advisors save up to 19 hours per week on middle and back office workflows. 👉🏼Book a confidential advisor demo → https://savvywealth.online/book-a-dem... 📝 Disclosures Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and owner of the software platform referenced herein. Savvy Wealth is the parent company of Savvy Advisors Inc. (“Savvy Advisors” and “Savvy Wealth” collectively referred to as “Savvy”). All advisory services are offered through Savvy Advisors, an investment advisor registered with the Securities and Exchange Commission (“SEC”).