Adaptability and Efficiency
Many of our clients use default marketing templates in Larkspur Executive, but that is only a small part of the Customized Trackable Marketing Letter (CTML) tool. Working with the Client Success Team to customize your templates can help you find a balance between efficiency and adaptability in your marketing campaigns. Rixtrema CEO, Yon Perullo, and Nick Davidson, Client Success Specialist, discuss how marketing templates can make campaigns easier and more unique for RIAs. This podcast is another part of the educational series around the CTML feature in Larkspur Executive (listen to another podcast here).
Contact the client success team at firstname.lastname@example.org for assistance in using the CTML tool or any other feature in our financial software platform.