Applied Customer Success: Prosperous Financial Planning | Applied Systems

Prosperous Financial Planning

Strengthen customer relationships

See the Story

  • Prosperous Financial Planning Logo

    Headquarters: Kildare
    Employees: 5+
    Offices: 1

  • 2008


    Founded

  • 2


    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

  • Simple line icon of a laptop with two application screens open on the desktop

    Applied Wealthtrack

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

Ready to Learn More?

Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.

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