Cole Wealth Management Data, Technology Stack, and Enterprise Applications
AI-Powered Application
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Leadster Legacy Leadster Chatbots and Conversational AI AI-Powered Application n/a 2024 2024
Collaboration
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Marketing Analytics CRM 2024 2024
Marketing Automation CRM 2024 2024
Tag Management CRM 2024 2024
IT Decision Makers and Key Stakeholders at Cole Wealth Management
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Cole Wealth Management Executives
Date Company Status Vendor Product Category Market
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