milissa.gravois
Acronym
Village Financial Services
Product ID
VillageFinancialSvcs_CRMConsulting
Description

Advyzon setup, optimization, and workflow consulting for RIAs

Images
Features
  • Advyzon setup aligned to firm workflows and service mode
  • Reporting, dashboards, and data structure optimization
  • Ongoing consulting, training, and platform support
Vendors
Village Financial Services
Management Style
Discount - No
Schwab Products
SIT Provider
Section
CRM Consultants
Ad Hoc Tags
DoubleClick Tags

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