Customer Success

Prosperous Financial Planning

Strengthen customer relationships

  • Headquarters: Kildare
    Employees: 5+
    Offices: 1

  • 2008


    Founded

  • 1


    Years as an Applied customer

The real-time connectivity to support a unique market position

As a financial planning firm, it is critical to monitor customer engagement and experience. Learn more about how Prosperous Financial Planning leverages Applied WealthTrack to manage and grow customer relationships and simplify compliance tracking.

 

It was very clear that where Applied WealthTrack was going, we wanted to go, too.

Eoin McGee

Principal

Explore Software Leveraged

  • Applied WealthTrack

    Better manage client relationships and business processes in a single system.

    Explore Solution

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Applied is ready to provide your business with the advanced insurance software and solutions you need to become a digital broker.

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