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Insurance
CRM Capabilities
Case Management
Drive Efficiency via our Case Management Functionality
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Householding
Enhance Customer Service via a Thorough Understanding of Households
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Lead and Campaign Management
Effectively Measure Multi-Campaign Client Engagement via Lead and Campaign Management
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Comprehensive Customer View
Spend Less Time Toggling and More Time Servicing Clients
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Call Centre Integration
Enhance Call Centre Agent Productivity and Client Servicing via Our Call Centre Integration Functionality
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Microsoft Office Connector Capabilities
Stay Connected and Organized via Our Microsoft Office Connector
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Data Bridge
Leverage Our Powerful Data Processing Capabilities to Help Develop Data Views
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What Successful Wealth Managers Can Do To Stand Apart From The Rest
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Using CRM as the Core of an Advisor Workstation – Delivered at Finlocity
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