OVER DEZE AFLEVERING
Manager Technology Solutions Consultant Mark Matheny from Osaic talks through the value of using an online scheduler in your financial practice. Hear Mark talk about the burdens of calendaring and how using this technology will reduce those friction points. Look for improved documentation and tracking and more effective prospecting interactions.
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Verenigde Staten
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OUDE AFLEVERINGEN ZOEKEN
Zoek naar eerdere afleveringen van Osaic Technology Podcast.
ANDERE AFLEVERINGEN IN DEZE PODCAST
Osaic's Eric Baumgardner chats with Jim Hardeman, EVP, Product, with Zocks AI. They discuss the massive growth of AI tools within financial services. Learn about the various forms of AI. How you can create time savers. Using AI with your emails. Cleaning your data. The long list of benefits to the …
Manager of Technology Solutions Consultants Mark Matheny talks with Sr. Business Consultant Karen Keithley about the importance of syncing up your technology platforms to your business strategies. At Osaic, our two teams of experts work in harmony to bring about the best experience for you and your…
Osaic's Aida Dillman sits down with the General Manager and Head of Wealth Management at Aidentified, Dan Cavanaugh. Dan shares valuable insight into how your data is incredibly useful if applied properly. Aidentified can take the guesswork out of who to work with, who to reach out to. Create timel…
Wealthfeed is a powerful AI prospecting tool that can help you create a variety of strategies, while owning your own data and integrating with your CRM. Osaic's Eric Baumgardner speaks with the Co-Founder of Wealthfeed, Rylan Folts, as they talk about aggregations, exclusivity issues, unique email …
Disclaimer: De podcast en de illustraties die op deze pagina zijn ingesloten, zijn afkomstig van Osaic, eigendom van de eigenaar en niet gelieerd aan of goedgekeurd door Listen Notes, Inc.
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