The Case Study was made to illustrate how we implemented Mailchimp – All in one CRM and WordPress to built an Application for Advisors of Bentleys Financial Advisory to manage Customer Queries and automate their follow ups. to read more click below link –
Robo-advisors have had a meteoric rise in popularity since their debut in 2008 thanks to the support from millennials and Gen Z. Today, Robo-advisors manage $460 billion, with some analysts predicting it will become a $1.2 trillion industry by 2024. Watch the video to find out why some investors believe it will never replace traditional… Continue reading Will Robots Replace Human Financial Advisors?