McKinley Carter Wealth Services

project reference image

Created by
Omni Strategic Technologies
Url
http://mc-ws.com
Industry
Finance/Investment, Services
Country
USA
Implemented in
2017

Wealth Management Firm with multiple locations. Contains an interactive assessment which allows the firm to contact potential clients according to their score as long as the potential client requests to be contacted.


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Forrester report
We're named a Strong Performer in the Q4 2018
Forrester Wave™ for WCM!
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