Ep. 255: September WealthTech News
WealthTech Today
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Legacy of Leadership in CRM Development
This chapter explores the influential role of a key figure in CRM development during the early 2000s, emphasizing their unique blend of technical expertise and leadership. It also examines recent transformations in the WealthTech industry, particularly focusing on the organizational changes and growth strategies at OSEIC, highlighting the importance of a community-oriented culture.
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