Understand what FinLife CX can mean to your firm. Exchange ideas with industry colleagues and participate in a discussion with United Capital Founder and CEO, Joe Duran, on the indispensable role of the human advisor.
Let us know if you'd like to join one of our upcoming hosted FinLife CX discovery events. Space is limited.
Questions? Contact Chandi Maharaj at email@example.com or (972) 822-2348.
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