Tag: crm for financial services

March 23, 2017 David Gemma

Business & Technology News

 

NewsLetter Highlights

How CRM Sales Intelligence Drives Fund Sales at Lord Abbett

What Does the Cutting Edge Technology Look Like for Business Continuity?

Free Report: 2016 CyberSecurity Roundup - A Record Year for Enterprise Threats

Sports Meets Technology: Infor Data Science & The Brooklyn Nets

Mitigating Security Concerns from Mobile Apps

Monthly Trivia Question - NCAA March Madness

February 16, 2017 David Gemma

Business & Technology News

NewsLetter Highlights

UNAPEN recognized by Infor as MicroVertical Specialist for Investment Management, Wealth Management, Banking & Family Office

Does Your CRM Proactively Alert Compliance Officers & Operations?

Gartner's Magic Quadrant for Cyber Security Solutions

Travel Tips: Keeping Your Devices Secure

Microsoft Product Lifecycle Updates

Monthly Trivia Question - Presidents Day

May 15, 2014 David Gemma

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. (more…)