What is your #1 efficiency tip for this year?

Are you streamlining client comms? Automating documentation? Updating your compliance process? Whether you are in the midst of planning, or are already in BAU - what is your number one efficiency tip...

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dela.dzadey

Advisely Board

2 years ago

We are looking to automate workflow allocation. This enables our team and practices to see where all jobs are at, as well as remove a very manual process from our admin team! Excited to hear what everyone else has planned!

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