WMBC uses 6 technologies like DocuSign, Laserfiche, and Microsoft Exchange Online. View WMBC's complete Tech Stack.
WMBC Productivity And Operations Technology
DocuSign is a secure, web-based Digital Transaction Management (DTM) platform and eSignature solution.
Microsoft Office is a suite of desktop productivity applications and client and server software designed for data analysis, presentations and numeric manipulations.
WMBC Collaboration Technology
Laserfiche is a unified, scalable, document management, business process management, and enterprise content management solution with native mobile apps.
WMBC Platform And Storage Technology
Microsoft Exchange Online is a hosted email for business.
WMBC Communications Technology
Microsoft Outlook is an personal information manager from microsoft which helps users communicate, manage schedules & find what they need quickly & easily.
WMBC Sales Technology
Redtail is a web-based client relationship management solution for the financial advisors.
Top WMBC Employees
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David Coles
President at WMBC
Irvine, CA, US22 -
Mickey Payne
Vice President Of Investment at WMBC
United States24 -
Fpqp Chyan
Paraplanner at WMBC
Irvine, CA, US35 -
Joshlyn Olivier
Executive Assistant at WMBC
Irvine, CA, US31 -
Mo Rahimi
Manager at WMBC
Birmingham, GB
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