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: 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 ...
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