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“Cloven has been a tremendous asset to our team, and a key factor to our growth as a firm. We always receive exceptional service, so that our CRM can evolve with our business needs.”
Doug Adlam, Managing Partner, Gambit Wealth
“Through working with the Cloven team, I’ve been able to automate key customer touchpoints. Not only has this saved me time, but it’s led to countless upsell opportunities.”
Cory Greenspan, President, Rockfield Financial
“With Cloven, I can be confident that I’m following up with each client appropriately and no-one is falling through the cracks. It provides the system to allow us to scale our business.”
Austin Wassink, Principal Advisor, Hometown Life Insurance
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