Case Study

Congruent-Software Development-Finance Guidance System

Congruent-Software Development-Finance Guidance System

Copyright © 2016 Congruent Software, Inc. All rights reserved Case Study Industry Financial Advising Customer Profile A financial advising company providing technology solutions and consulting services to independent financial advisors, banks, brokerage firms and trust companies to help them improve customer retention, boost recurring revenues and increase profitability. Benefits ? Ease of use with intuitive brows

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