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1 min read

Case Study: Leveraging Portfolio Customization to Win Business

Top performing PM lands a prospect with the help of Smartleaf’s customization software and client services.

BBVA Case Study

We recently sat down with one of our clients, Susan, who shared with us how customization capabilities have helped her to win and retain clients. To read about how we worked with Susan to land a $13 million account, download the case study below.

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