Humble Financial Services has announced a partnership with California-based technology company Nimble to provide a “seamless” web-based solution to client management.
The platform integrates social media with email contacts and digital conversations, allowing businesses to better manage communications with clients.
Colin Williams, director of Humble Financial Services and a regular ifa blogger, said the technology is suitable to a financial advice practice.
“We are excited to announce this new solution partnership with Nimble,” he said.
“We are pleased to offer our customers Nimble, which unifies email, calendar and social channels in one application.
“This will allow our customers to easily see all of the communications made with their contacts, no matter where the conversations took place.”
The ifa Excellence Awards are back in 2021 and nominations are now open! This prestigious accolade recognises exceptional professionals within the financial advice industry, shining a light on the outstanding achievements from the nation's best and brightest. If this sounds like you or someone you know, then nominate today for the ifa Excellence Awards 2021!
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