When it comes to financial planning as an advisor, it’s vital to be accommodating to all clients....
We met with Delta Sciur, a Financial Advisor at Financial Services Group ("FSG") and her client, "Mary", to discuss how SideDrawer has streamlined their interaction and engagement.
Delta is a great example of a professional user that was concerned about addressing the cybersecurity risk that comes with sensitive client data, but wanted a solution that improved her productivity. We're very excited to have been able to meet with Delta and her client, and learn about the implications of SideDrawer from the end-client's perspective.
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