How Independently Sourced Transactional Data is Saving Time
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This webinar features a guest appearance from James McCullough of Harbinson Mulholland, who shares how Circit was implemented at his firm and how it is being used in practice. The session also includes a live demonstration of Circit's Verify product.
You will learn:
- How Harbinson Mulholland approached the implementation of Circit across their practice
- How Verifiy provides independent, direct access to client transactional data
- How much time can be saved by moving away from manually collected bank statements
