Name: Kelvin Yip
Position: Marketing Graphic Designer. I’m in charge of creating screen and print assets for Advisor Websites. This means creating web banners, icons, and Call To Actions for our marketing department. I also create greeting cards, brochures, and other print marketing collateral.
What do you do for fun?
Snowboard, skateboard, draw,[...]
In the name of continuous improvement, we are proud to announce the launch of Version 2.0 of our integration with Redtail CRM. The initial integration, while helpful, was admittedly lacking in imagination – this has been since been rectified.
Before, our integration was merely an inflexible form with a limited number[...]