ebix
SmartOffice, the CRM solution brought to you by Ebix, Inc., ties together the diverse pieces of your business—people, process and systems. As a result, your entire office can do business faster, and build and maintain strong client relationships that can help drive more business.
Integration Features
  • Access critical Veo client data such as account information, balances, positions and history
  • Leverage Veo client data in a variety of SmartOffice reporting tools
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