All are welcome to sign up here http://tiny.cc/ucctfx for the Xbar webinar on May 19 at 3pm est.
Announcing the best in CRM for Investment/Wealth Management – now extended inside Outlook!
ClientLogix™ CRM – the enterprise CRM solution for progressive investment and wealth management firms who are striving for greater operational efficiency and client service – is now inside Microsoft Outlook. The new Xbar from Saleslogix instantly displays key information, activities and opportunities for that contact stored in ClientLogix.
ClientLogix – CRM & Business Intelligence
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. (more…)