Case Study
McLean & Partners’ Front-Office Solution Allows Business Personnel To Make Process Updates Instantaneously, Improving Client Satisfaction
McLean & Partners’ Front-Office Solution Allows Business Personnel To Make Process Updates Instantaneously, Improving Client Satisfaction
McLean & Partners’ Front-Office Solution Allows Business Personnel To Make Process Updates Instantaneously, Improving Client Satisfaction content.community.connected EXECUTIVE SUMMARY McLean & Partners Wealth Management Ltd, is an independent wealth management firm based in Calgary, specializing in global dividend growth stock investing for over 25 years - more than $1.0 billion dollars in assets under management. Changes to account op