Compliance Company

UBS Financial Services, headquartered in Oklahoma City, OK, is a prominent global wealth manager and the leading universal bank in Switzerland, offering an extensive array of financial services, investment solutions, and personalized advice tailored to meet the unique goals of individual and institutional clients. The firm excels in wealth management, asset management, and investment banking, aiming to connect diverse clients with informed strategies to achieve their financial aspirations. With a commitment to providing insights on critical financial issues, UBS empowers clients to navigate the complexities of investing while maintaining a strong focus on security and client relationships. As the integration of Credit Suisse and UBS presents new opportunities, the firm emphasizes vigilance against fraud, ensuring the safety and security of client interactions. Generated from the website

Named one of 2018's most innovative companies by HousingWire Tech100, WHITEBOARD TECHNOLOGY is a fast-growing SaaS provider of CRM software created for the mortgage industry. Based in Oklahoma City, OK, our clients include many of the nation's top loan originators. Our mortgage-specific CRM helps loan originators close more loans, create better relationships and increase referrals by automatically staying in touch with contacts, clients, and partners.