RooksDM is a technology consulting firm based out of Chicago, IL. Our mission is to increase efficiency, reduce cost, and scale businesses in the professional services industries through customizing technology and automating processes. We do this through advising, implementation, and support. We have experience with customizing and automating a variety of technology solutions including Microsoft Office 365 as well as connecting with other applications using API’s.
Thursday, May 11, 2023 RooksDM LLC
The Ultimate Guide to Streamline Your Intake Process
This complimentary guide was created for Financial Advisory Firms looking to optimize their business and save 10 hours per week! Throughout this guide we will share tips on how to improve your process and why it's important.