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Codat - Codat works with lenders, banks, insurers and software providers to provide integrations with the accounting and other financial softwares.
Segment - We make customer data simple.
Pulse by Bench Accounting - See the financial health of your business in real-time.
Iteratively - Collaborate with your entire team to ship high-quality analytics faster and be confident in the results.
Wealthbox - Smart CRM for financial advisors
Segment Personas - Customer data infrastructure