As a collector, what do you think is more important – following up with your past-due customers or building a customer aging report …
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Here is your Riskalyze Fintech Five for September, a focused take on what we think are the recent top five stories in wealth management technology.
KEAP CALM AND GAME ON ||
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keap it going let’s goo
No matter how long you've been using Keap, it's always a good idea to test your automations and make sure things are happening in the way you expect.This is true for functionality, as well as for timing and cadence. This video features a test of a field timer, to see how it behaves in certain circumstances.For more on Keap Timers, check out this post: https://www.monkeypodmarketing.com/keap-timers/Dig this? Subscribe: https://www.youtube.com/c/monkeypodmarketingllc--- For more from Monkeypod, check out the OG Membership: https://www.monkeypodmarketing.com/courses/og-membership