CRM
Available from Croesus
Product Details
The CROESUS CRM system enables financial professionals to improve client communications and client satisfaction. Fully integrated into the portfolio management system, the CRM system offers the following features: mass mailing and emailing functionalities, simplified sharing of data within the client service team, easy identification of cross-selling opportunities, improved prospect profiling, mass segmentation functionalities, targeted marketing campaigns and KYC functionalities.
