Across
- 2. Lisa Golia
- 4. credit protection
- 7. secure document sharing
- 8. Secured Approval
- 10. Training
- 12. client can do it instead of FA
Down
- 1. Protecting digital information
- 3. substitute for pen and paper
- 4. Eco friendly
- 5. consolidated accounts
- 6. quick 1-800 tool
- 9. great for happy hours
- 11. Self-Service Platform
- 13. generates recommendations