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While on the go, end-users can access major platforms and trigger cross-selling opportunities via Advisor Actions, according to Hearsay.
Hearsay Systems recently released a mobile solution, Advisor Actions, intended to help end-users working in financial services turn their mobile phones into systems that quickly prioritize tasks and then access business intelligence (BI), customer relationship management CRM), and other core platforms. “Broker-dealers and asset managers navigate complex and fast-moving transaction workflows that necessitate customer outreach,”...
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