Gaining Perspective How SmartAsset Connects Advisors to Prospects
Jun 1, 2023
SmartAsset's acquisition of DeftSales revolutionizes prospect engagement for financial professionals. The integration offers a compliant interface with automated campaigns and analytics. The podcast delves into the evolution of SmartAsset, the launch of AP Premium, integration with CRM systems, and future growth strategies and challenges.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Evolution and Functionality of SmartAsset
03:29 • 5min
Introduction of AP Premium and Successful Integration of Deaf Sales Platform
08:44 • 3min
Integration of Deaf with CRM Systems and Changing Dynamics in Wealth Management Business
11:49 • 5min
Future Growth Strategies and Challenges for Smart Asset
16:20 • 4min