“We call it the Platform Data Center. It takes data from ServiceTitan, QuickBooks, and call center things and updates every night.”
JF
Jason Fox
AI & Marketing for Home Service Pros ·
“I moved into a business called the Financial Advisory Center, which ultimately, which was a call center based advisor model that ultimately became Merrill Edge in time after bought by Bank of America.”
Masters in Business · The Future of Financial Advice: Masters in Business with Rich Steinmeier
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What was described
ran a call-center based advisor model called the Financial Advisory Center, later becoming Merrill Edge Advisory Center
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