Gefen Technologies Description
Allow brokers, advisors, and enterprise agents to digitally create. All channels can benefit from meaningful and valuable interactions. Agents receive a customized website that is based on enterprise content. Agents can connect with customers at the most convenient time and place. Agents create a customized website to generate quality leads and market and sell across all digital channels. Agents can launch automated, but personalized campaigns that help them focus on growth. Agents can launch personalized, automated campaigns that help them to focus on growth. Track agent campaigns and get real-time visibility to your entire distribution funnel from top to bottom. Monitor digital agent - customer communications to easily achieve compliance with FINRA/SEC/IIROC/FCA. Integrate your legacy, marketing and content systems for intelligence and ease.
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