Bullish.ly bullish.ly


Bullishly is a cloud-base interactive CRM for financial advisers that allows them to know, to retain, to connect with clients better than Salesforce and RedTail. Traditional CRM solutions are passive data keeping tools that lack smarts. Financial Advisers end up working for the CRM, but it should be the other way around! Bullishly: * Proactively aggregates client’s social data and life events for advisers. Advisers are better prepared for meetings resulting in better quality service * Meas...Show all

Bullishly is a cloud-base interactive CRM for financial advisers that allows them to know, to retain, to connect with clients better than Salesforce and RedTail. Traditional CRM solutions are passive data keeping tools that lack smarts. Financial Ad...Show all

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Bullish.ly $0M Oct 17, 2019

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