Client Management / Lead Providing

Client management software and services designed to help manage client portfolios, holdings and investments. Client management systems enable organisations to improve client relationships and provide a unique client experience. Browse our list of reputable client management system vendors to find the technology to suit your requirements today.

Company: GFT
Omni-Channel integration Big Data Real-Time Data Customer Intelligence 
Company: GFT
CRM Software Implementation Omni-Channel Integration Real-Time Data – Customer Intelligence 
Company: Comarch Finance
Comarch Insurance Agent Essentials is driven by everyday needs of insurance agents and sales partners, designed for boosting their business performance and facilitating their work. It effectively ...