Saleslogix is the CRM foundation that makes the ClientLogix CRM & Business Intelligence solution for wealth management possible!
ClientLogix blends the Saleslogix CRM data with portfolio accounting(Advent Axys® and APX®, SchwabPT PortfolioCenter®, SS&C Portia®, SunGard Asset Arena®, Fiserv/CheckFree APL® etc.), billing, trading(Advent Moxy®) and other key systems to create an enterprise solution specifically for financial services, brought to you by UNAPEN.
Meet Saleslogix at the Gartner Conference
Saleslogix is proud to be a sponsor of one of the biggest CRM events in the country, this year’s Gartner Customer 360 Summit in Orlando, FL May 19–21!
If you are attending the Summit this year, please visit Booth #211. Saleslogix will have a number of team members at the Conference including:
- Lorcan Malone, SVP and GM, Saleslogix
- David Wallace, Director of Product Management, Saleslogix
- Robert Keosheyan, VP of Communications, Swiftpage
- Prima Walker, Director of Marketing, Saleslogix
- Glenn Deems, National Sales Manager, Saleslogix
- Ed Heinsius, Sr. Sales Engineer / PSG, Saleslogix
The Summit delivers complete coverage of the new strategies and technologies that are enabling organizations to better understand and engage their customers, build loyalty and grow the business. This live event brings together senior business, marketing and IT leaders to focus on creating a strategic, unifying vision for customer engagement and experience management.
Come by and see the Saleslogix team at Booth#211!
Posted by David Gemma – Connect with David on Google+