- professionaladviser.com
VouchedFor partners with Plannr to integrate client survey tool
The first stage of the integration will automatically send feedback requests throughout the client's journey. The firms said future developments could include pushing client feedback data back into ..…
- ifamagazine.com
VouchedFor announces Elevation survey integration with PlannrCRM to help advisers get more value from client feedback
VouchedFor, the leading review site for financial and mortgage advisers, has partnered with Plannr to integrate their enhanced client survey tool, Elevation, into PlannrCRM. The move is the start of a…
VouchedFor 在 2024年8月 发布了 2 项受追踪的更新。 较 2024年4月 增长 100%。 亮点:“VouchedFor partners with Plannr to integrate client survey tool”(2024年8月19日)。
浏览 VouchedFor 的其他月份