LinkedIn Sales Navigator for Infor CRM – the foundation for ClientLogix CRM for Wealth Mgmt – Poised to Help Deliver Client Relational Insight to the Enterprise
Tag: APX CRM
UNAPEN & Infor define 8 ways to make sure that your CRM solution makes the greatest possible impact on your firm’s success and growth.
UNAPEN’s ClientLogix™ CRM integrates client service and sales activities as part of the new overall technology strategy at The Washington Trust Company.
UNAPEN is offering discounts on upgrades from basic contact management systems such as Act®, Qube®, Goldmine®, Outlook® or Excel® to its enterprise client relationship management (CRM) system—ClientLogix™
Washington Trust Wealth Management announces enterprise rollout of UNAPEN’s ClientLogix CRM integrated with Advent APX. Smartleaf’s portfolio rebalancing and Concord Wealth Management’s investment platform to drive asset growth.