Innovative CMS and app for financial advisers launches across the UK

Innovative CMS and app for financial advisers launches across the UK

Trailblazer Tracking Ltd are changing the way financial advisers and firms engage with their clients through their newly launched Trailblazer App. The app enables on-the-go access to client information, the ability to record outputs from client meetings, telephone conversations can be noted in the contact area, and an auditable messaging service is available, all of […]