CRM

Available from Croesus

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.

Rate and Review Croesus

Rating: 0 - 0 reviews
Let users know what you would have wanted to know about this company.
Click on a star to rate this company
 
  Privacy Policy.
When writing a review, please adhere to the Review Guidelines.