Search
Close this search box.

Get our email updates

Stay up-to-date on the companies, people and issues that impact businesses in Syracuse, Central New York and beyond.

Advertisement
Advertisement

Strategic Financial launches client-engagement platform

Strategic One Platform
Strategic One Platform

UTICA — After two years of development and testing, Strategic Financial Services Inc. launched its own client-engagement platform, designed in-house, which allows clients to monitor, manage, and act on their financial plan. The company underwent a significant change in the technology it used around 2017, which spurred the desire for a client-engagement platform, Strategic Financial’s […]

Already an Subcriber? Log in

Get Instant Access to This Article

Become a Central New York Business Journal subscriber and get immediate access to all of our subscriber-only content and much more.

Post
Share
Tweet
Print
Email

Get our email updates

Stay up-to-date on the companies, people and issues that impact businesses in Syracuse, Central New York and beyond.