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  • Re: CRM for Financial Services

    We've just built and released a CRM for Independent Financial Advisors, RIA's and it's been tested pretty hard over the last 6 months. We're also deep into an implementation for an investment banking firm. This is shaping up to be a very nice vertical market for us. I'm in if you...
    Posted to Community Feedback (Forum) by Tom Wengler on 03-10-2008
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