![]() ![]() Our products can fulfill all your CRM requirements in one package. Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals.ĬRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships.ĬRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships.ĬRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service.ĬRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions.ĬRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business.
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