“…it has the potential to let advisors customize client engagement to a granular level, vastly improving the investor experience and deepening client relationships at scale.”
Totumai CEO Matt Schiffman
“…it has the potential to let advisors customize client engagement to a granular level, vastly improving the investor experience and deepening client relationships at scale.”
Totumai CEO Matt Schiffman
A boutique marketing consultancy with deep roots in the financial services industry.
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