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NU Online News Service, Aug. 7, 1:14 p.m. – Pacific Life Insurance Company, Newport Beach, Calif., has decided to license customer relationship management software from Pivotal Corp., Vancouver, British Columbia, for its annuities and mutual fund division, Pivotal says.
Pacific Life will be using the company’s Pivotal Wireless system to help annuity division wholesalers link to customer information and sales inquiry information systems while on the road.
The deal comes just a few months after BlackRock bought a nearly 5% stake in Envestnet. But what does it say about Schwab's tech strategy?
Advisors will avoid multiple inputs with new technology that uses bi-directional data synced continuously through the system.
Epstein pleaded guilty to two prostitution charges and served 13 months in Palm Beach County jail.
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