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

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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

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