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Financial-markets : Customer Insight
Major Canadian Credit Unions Continue Adopting Web Advisor
"Because most credit unions attempt to provide a high level of service to all of their members and not just high net worth clients, they require a planning solution that allows them to deliver financial advice quickly and efficiently. PlanPlus Web Advisor does that" said Shawn Brayman, President of PlanPlus.
Shawn Brayman
President
PlanPlus

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