UNAPEN’s ClientLogix™ CRM integrates client service and sales activities as part of the new overall technology strategy at The Washington Trust Company.
Tag: CRM APX
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.