Boom2 allows financial planners to spend more time with their clients, significantly reduces processing time and costs which translates to increased margins for the company. It creates better leverage for the company by reducing the reliance n human resources.
IAM core business is creating technology to improve their back office efficiency. The company assists financial planners use of technology to change from their current highly manual process of producing advice to faster and more compliant delivery.
what does everyone think about this ? seems interesting.
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