Market & Competitive Analysis

The following presentation covers the financial planning and advice market analysis and an in-depth direct CRM competitive analysis. Then, using that data, the presentation closes by analyzing barriers to entry, business risks, and critical opportunities that will overcome those.

To flow through the presentation, click the right arrow.

The following presentation is a competitive analysis of the types of 3rd party integrations that our direct competitors use within their financial planning CRM products.

To flow through the presentation, click the right arrow.