3 Good Questions - smartdata - Prospect Data Aggregation
Discover how Smartdata simplifies client and prospect data aggregation with a single link, enhancing growth and efficiency for wealth firms. Watch the conversation at RIA C-Suite.
Back with Ryan Morrison of Smartdata Wealth for another 3 Good Questions. Smartdata aggregates client and prospect account, tax and business information with a single link or QR Code and one digital signature.
Wealth firms that are focused on growth would want the prospect experience to be as painless as possible for both the prospect and advisor.
Firms that don't have 100% of client assets or want to expand into business, estate and tax planning can automate what is an absolutely painful time suck.
You can see the 7-minute conversation at RIA C-Suite here:
www.riacsuite.com/videos
