Provider Partners Leading Growth Acceleration
Zeplyn - AI Co-pilot for financial advisors. SOC 2 Certified - not a bot - built for financial advisors. Creates meeting prep, summarizes conversations and integrates tasks and follow-ups into your CRM (Redtail, Salesforce and Wealthbox)
Callaway Cloud Consulting - Behind every great business is a great technical team. Callaway Cloud is a team of engineers that love to solve hairy problems. They have expertise in:
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Platform Engineering
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Salesforce - getting the most out of your investment
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Custom AI Solutions
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Cloud Sec/FinOps
Neopix - A unique mix of engineers, designers, strategists, and storytellers who will support your business vision and shape your ideas into beautiful digital products.
A Prismm account is a digital vault for your most important documents. Think of it as a replacement for, or an enhancement to, the file storage people have in their closets. Why do you store documents in an important place? Because you need them for life. Why is this document storage important during emergency events? Because in an emergency you need quick access to your life's important documents.
A Prismm account is a centralized portal that store those documents, property & assets, and connections to financial accounts.
3CubedAI - AI Marketing & AI Readiness Workshop.
Absolute Engagement - Reveal what's in the hearts and minds of prospects and clients. Respond to relationship risks, unmet needs and growth opportunities in real time. Calculate your engagement score here.
AdviserCyber - Security Built for RIAs
Bento Engine - Next best conversation for advisors. Creates financial milestone alerts inside your CRM + Actional content = Personalized Advice at Scale