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Quik! and Redtail CRM: An Integration for Maximum Efficiency

In financial services one of management’s key concerns is efficiency. Efficiency in numbers, planning, strategizing, and managing are the name of the game for those in finance. But, while financial businesses are focused on maximizing profits and growth for their clients, it is important that they not overlook ways they can maximize their own business efforts. One solution where they can realize a significant impact is custo