1 / 1

How this mutual fund software for IFA uses a single entity to access data of all clients?

Customer Relationship Management provides advisors and distributors with a simple and easiest solution to manage complex customer relationships. CRM module of this mutual fund software for IFA uses a single entity and client database that allows keeping the information up to date and helps advisors to keep track of the task deadlines and upcoming events.

vally
Download Presentation

How this mutual fund software for IFA uses a single entity to access data of all clients?

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. How this mutual fund software for IFA uses a single entity to access data of all clients? Customer Relationship Management provides advisors and distributors with a simple and easiest solution to manage complex customer relationships. CRM module of this mutual fund software for IFA uses a single entity and client database that allows keeping the information up to date and helps advisors to keep track of the task deadlines and upcoming events. For more information visit @- https://www.redvisiontech.com/ Address- REDVision Computer Technologies Pvt. Ltd.,Saket Square,Indore, MP - 452001 An ISO 9001:2008 Certified Company 401 A Wing, Twin Star Building, Saket Square,Indore, MP - 452001 Call(Sales): 0731- 4026004, 9301970707, +91-9827899022 Email: query@redvisiontech.com

More Related