ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Handling Life Events with Technology"
Episode Synopsis
Osaic's Technology Solutions Consultant Aida Dillman speaks with a highly seasoned assistant about how technology platforms should be used when dealing with life events of your financial clients. Listen as they discuss platforms such as Redtail, MyRepchat, and PreciseFP. Also hear how digital signature can enhance your practice and make life much easier for your clients, increasing the loyalty and strength of your relationships.
More episodes of the podcast Osaic Technology Podcast
Technology Expands Your Business
22/09/2025
Integrations: Helpful Definitions and More
03/09/2025
YCharts for Investment Research
18/08/2025
Using All of Your CRM for the Good
30/05/2025
In God we trust