Apr 14, 2023
Trust can be gained, but advisory status must be earned. For sales professionals, fostering a strong relationship with a small business owner goes far beyond knowing basic information, or even details like their birthday or favorite sports team; it begins with a fundamental understanding of their psyche.
Apr 10, 2023
SS&C not only has the technology to make any trust company great, but they also got the people behind the tech that really understand the space. SS&C has a broad set of solutions that can be tailored to fit anyone. They have continued investing heavily in this solution which will lead to more innovation and features...