The Holistic Approach to Wealth Management CRM
Client Engage is the front-office customer relationship management solution. It provides an easy-to-use wealth solution based on Microsoft Dynamics 365 to efficiently and effectively manage clients, orchestrating interactions and communications.
DIGITAL CLIENT MANAGEMENT
WEALTH MANAGER CRM
360° view of client data, investments, assets and relationship, communication store & tracking (emails, calls, meetings agenda)
DIGITAL CONTRACT MANAGEMENT
Managing all stages of digital contract process in a paperless way, including electronic signature and archiving
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