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Goal based enagagement is a big benefit from this platform.YV Suresh Kumar, Shashikant, Hyderabad

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Key Take-Aways
  • Platform is cost effective and allows advisors to give consolidated statements which were difficult to give earlier.

  • Platform allows advisors to do their very own banner which is shown clearly. The mobile app for clients is user friendly and has led to more referrals.

  • Client engagement through a goal based approach can be done through the platform.

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