NEW CLIENT ENGAGE CRM MODULE ENRICHES WEALTH IN ONE
ClientEngage enriches Wealth in One with a host of efficiency-enhancing CRM capabilities—from campaign management & prospecting, through data gathering, profiling and onboarding. With ClientEngage, wealth managers and stock brokers can now actively manage the entire client engagement lifecycle in compliance with KYC, suitability and MiFiD II regulations.
WHITE PAPER - DOWNLOAD
MIFID II IS COMING.
ARE YOU COMPLIANT?
Objectway has worked closely with a number of financial institutions in Europe, including Rabobank (Utrecht, The Netherlands) to define and implement the Total Cost of Ownership principle in its wealth management software solution eXimius.