I work in the financial services industry and I noticed that zoho is not an approved crm with my broker dealer Securities America. Upon further research they tell me its just because zoho did not reply to the questionnaire about the platform security etc.

Not only for me but it would very beneficial to your company to be an approved crm through the broker dealer. there are only a couple others that are approved and the network covers close to 10,000 financial advisors. 

Who would I speak to about getting you in touch with my broker dealer so you can become a approved platform?

(This is in no way a sales pitch the only benifit I would get is not having to switch to salesforce)

Matt Nelson

832-464-5626