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August 02, 2023 10:00 ET | Source: Javelin Strategy & Research

Advisors Want More CRM Workflow Automation and Better Tools for Digital Client Engagement

SAN FRANCISCO, Aug. 02, 2023 (GLOBE NEWSWIRE) -- Javelin Strategy & Research has released its first RIA Turnkey CRM Scorecard, a benchmark study of turnkey CRM providers in the United States....