Ryan Housefield, Senior Vice President of Sales for Marquis, recently joined The Financial Experience (FinX) Podcast to discuss the evolution of CRM tools over the last decade and what separates financial companies in their use (or misuse) of CRM. Click here to listen to FinX Podcast Episode 14.
MARQUIS is a Texas-based software company that provides solutions such as data analytics, CRM, strategic consulting and website monitoring for the financial industry.