CRMnext, Asia's No. 1 CRM Solution Launches Advance Wealth Management Solution
CRMnext, Asia #1 CRM solution in the financial services industry, announces the launch of its advance wealth solution for wealth management companies to help them maximize customer lifecycle value by providing optimized solutions as per customer needs and. It helps to track portfolios, recommendations, risk management, compliance and interaction history with the customers thus helping them to deliver great customer experience.
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