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Fintech Mini-Series: How Digital Vaults Enhance Your Value Proposition With G. Scott Paterson (Ep. 358)
Top Advisor Marketing Podcast
English - April 26, 2022 11:00 - 31 minutes - 29 MB - ★★★★★ - 34 ratingsTechnology Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Estate documents, investment certificates, bank records…your clients probably have a pile of documents they can’t afford to lose.
What if you could provide them with a personal digital vault (branded under your name!) to securely store their documents?