Wealth and Asset Management
Zoe Wealth Platform Aims to Revolutionize RIA Workflows With First Actionable Salesforce Integration
Zoe Financial has announced a new integration with Salesforce, the biggest CRM platform in the world. This update brings advisor workflows and real-time account data from the Zoe Wealth Platform directly into the Salesforce CRM. The integration enables advisors on the platform to open accounts, request cash movements, and collaborate…
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