Build Relationships that Build Business
Automate repetitive processes, allowing financial teams to focus on high-value action items.
Collaborate remotely, in real time with tools like virtual introduction, task delegation and our unique “instant” document signing technology.
Significantly reduce unnecessary back and forth, improving productivity and efficiency.
Connect geographically dispersed colleagues, consumers, and resources without ever leaving the platform.
Seamlessly collaborate in real time with tools like, virtual introduction, task delegation and document management.
Integrated cloud storage and document signature tools provide signiﬁcant cost reduction and tool redundancy via the secure MERGED Collaboration Cloud™.
Communicate real time internally or externally through chat and direct messaging channels. Utilize emails to attach correspondence and attachments easily to existing records.
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