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Fintech Mini-Series: How Digital Vaults Enhance Your Value Proposition With G. Scott Paterson (Ep. 358)
Estate documents, investment certificates, bank records…your clients probably have a pile of documents they can’t afford to lose.
What if you could provide them with a personal digital vault (branded under your name!) to securely store their documents?
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By Matt Halloran, CRO at ProudMouth
4.6
3737 ratings
Estate documents, investment certificates, bank records…your clients probably have a pile of documents they can’t afford to lose.
What if you could provide them with a personal digital vault (branded under your name!) to securely store their documents?
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