Money Buddy™

View your organizations’ collective activity with Money Buddy™ to find the best way to reach out

***

-->,

***

<--,

***

Last interaction was ** days ago.

******* and ******* are the closest.

View Money Buddy™s’ CRM data to get more info on their experience with your organization

Account Type******** ****

Account Owner******* ***

Account Opps/Deals

***** ******

Closed Won • Aug 24

**K $

Closed

View Money Buddy™s’ best path for intro to find the best way to reach out

******* ****

Past Champion

*** *******

Colleague - Career Overlap

Leveraging your organizational collective network
to fuel scalable (and repeatable) business growth.

Leverage your existing network to create new connections with Money Buddy™

Manage your risk with Money Buddy™ to maintain a stable relationship

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