Barrons listed top financial advisory, Meg Green & Associates, plans to dramatically grow beyond its Miami base. At the recent T3 Enterprise Conference that we attended, the firm’s president, Todd Battaglia, talked about setting the stage for growth while simultaneously improving customer service, the firm’s infrastructure and compliance.
Battaglia says he initially saw Navatar One, built on the Salesforce platform, as primarily a technology refresh to improve the user interface, upgrade security and business continuance.
“One year into the partnership, we realized Navatar One is more than a software, it’s a connected growth platform that’s taking the DNA of what we do as a firm and embedding it into a technology system to make us better at what we do,” he said.
According to Battaglia, Navatar One delivers dramatic improvements in three crucial areas for Meg Green & Associates: Continue Reading →