The process of growing your business is a puzzle of many pieces; the more you integrate separate sections, the clearer the big picture becomes. If you want to connect client data, portfolio management, forms & documents, financial planning, and more, choosing the right Client Relationship Management tool can help bring everything into focus. Because no two agencies are alike, ONESCO works closely with a select group of CRMs to offer a variety of options to fit our advisors needs, whatever they may be. Listen in to the newest episode of the ONESCO Technology Spotlight as ONESCO veteran Monty Peek of Peek Financial Services discusses his process to find the CRM that best fit his needs, the reasons he selected Redtail CRM, and how it has performed for him following adoption.