Access product and customer information to look up items in a catalog, manage customer profiles and black lists, track follow-ups, and communicate with clients.
Syncs contacts to import birthdays. Sends timely notifications for upcoming events. Displays countdowns for each . Allows users to view and manage an organized list of upcoming birthdays.
Manage social media, text, and messaging for financial services professionals. Create and schedule automated campaigns. Access corporate content and engage in compliant 1:1 and 1:many outreach. Monitor interactions and track campaign performance.
