Exclusive, insightful audio interviews by our staff with banking/security leading practitioners and thought-leaders. Transcripts are also available on our site!
Manage episode 161126594 series 1192009
Amy Hubble of Radix Financial uses technology to improve her client relationships. She uses a system called Trizic. It helps her gain insight into her client's finances, prompts her when to investigate rebalancing their portfolio and has a slick interface for her clients. I like it.