Integration of Deaf with CRM Systems and Changing Dynamics in Wealth Management Business

As an advisor-growth solution, SmartAdvisor™ continuously focuses on helping advisors grow their practices. Last month, in April 2023, it acquired DeftSales, a leading prospect engagement company for financial professionals. DeftSales and SmartAsset™ will combine to offer a robust user interface that is fully compliant, including automated campaigns and analytics, which allow advisors to spend more time honing their communications and improving their skills.

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Here is a link for more information about SmartAsset:

• SmartAsset’s website - https://smartasset.com/

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