Bullish.ly
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Bullish.ly Details
Bullishly is a cloud-base interactive CRM for financial advisors that allows them to know, to retain, to connect with clients better than Salesforce and RedTail. Bullish.ly delivers an interactive CRM for advisors and clients in mind: • Proactively aggregate client's social data and life events for advisors. Advisors are better prepared for meetings resulting in better quality service • Measures client interactions to understand which clients are being neglected • Forecasts which clients have the highest asset growth potential so advisors know who to pay attention to first
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