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Tag Archives: FinX

Home / Posts Tagged: FinX

FinX Podcast – What Separates Financial Companies in Their Use (or Misuse of CRM)

Jun 10, 2020MarketingCRM, FinX, Podcast

Ryan Housefield, Senior Vice President of Sales for Marquis, recently joined The Financial Experience (FinX) Podcast to discuss the evolution of CRM tools over the last decade and what separates financial companies in their use (or misuse) of CRM. Click here to listen to FinX Podcast Episode 14.

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