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| Q: What are some of the best and worst practices when it comes to enterprise integrations?
A: “So the challenge with integrations is that many [firms] don’t force certain technology on their advisors, so the advisors are still free to choose whichever CRM they want to use. They’re even free to choose whichever advisory platform they want to use. And so you run into this situation, you’re solving for every possible scenario, and you can’t be all things to all people,” says Dana Rhodes, Riskalyze’s managing director for enterprise services. | |
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