Dylan is a senior at UW-Milwaukee, double majoring in Marketing & Supply Chain and Operations Management. During his internship, he will be working closely with Salesforce. Dylan is passionate about diversity marketing and customer advocacy.
The financial services industry around you is constantly evolving. With many different choices of financial planning software in the market, enterprise organizations are in constant need to find the best software for their organization. At a basic level, organizations require software that is quick, reliable, and user-friendly.
As the vision for the complete solution starts to flesh out, organizations quickly realize they need a solution that integrates into their pre-existing back office technology stack. Connecting into your back office technology stack is now easier than ever with financial planning products and a readily-available team from Advicent.
Data at your fingertips
Your crucial business processes are likely to be slowed significantly by multiple databases flooded with assortments of various data. In the digital age, how can your business afford a process that takes data from your CRM and manually inputs it into your financial planning tool?
With Advicent, building software solutions with streaming real-time data from your CRM, accounts, and legacy systems is quick and simple. Revolutionize your business with a digitally-connected software suite. True business growth requires a technology partner, not a vendor, and our professional staff has the technological know-how to help you seamlessly integrate our products into your current suite of software.
A team unmatched in excellence
The success of your enterprise lies in the hands of our experienced team. Whether it be in implementation of the software or using our software, Advicent has an incredibly experienced and knowledgeable support team that understands the ins and outs of our software. Our team will be able to assist you with revamping your current system to be able to include our financial planning software and training your users to gain adoption of the new software. Utilize Advicent’s knowledgeable team to achieve the most robust software suite in the market.
To learn more about how the industry-leading implementation teams from Advicent can aid your business, click here.