Methods and systems are provided for assisting financial services firms and their representatives in efficiently managing their businesses, and in developing and maintaining strong customer service and loyalty. An integrated, preferably web based browser operated system is provided that uses one or more...http://www.google.fr/patents/US7689489?utm_source=gb-gplus-shareBrevet US7689489 - Methods and systems for assisting financial services firms and their representatives
Methods and systems for assisting financial services firms and their ...
