3 tech tools that streamline customer service

06/18/2013 | Financial-Planning.com

Technology tools such as Dropbox and Adobe Echosign can smooth and speed advisors' interactions with customers, writes Dave Grant. Dropbox is useful for sharing documents such as privacy agreements, while Echosign allows clients and advisors to sign contracts electronically and share copies. TimeTrade gives clients the opportunity to look at a calendar of appointments and schedule meetings when the advisor is available, Grant writes.

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