A big part of that process may involve letting go of some of your long-held ideas on essential FinTech solutions like CRMs and other software platforms.

Today’s business management platforms are far more than simple CRMs storing client contact information. They can centralize client data, automate tasks, and integrate with your most important tools to help your team work efficiently from anywhere.

In this paper, we highlight some of the most common financial technology myths that persist today. Letting go of them could be the key to having a more modern and flexible firm ready to tackle any change that may come your way.

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