The advanced CRM features of this mutual fund software give customers a more personalized and native experience. With respect to this feature, advisors can view their client’s details, check the lead status, create a custom back-office workflow and map customer journey from a unified dashboard.For more information visit @- https://www.redvisiontech.com/
Please share if you find Information is valuable
Disclaimer : Please note "Fastlisting.org" is a Article listing Website. Any content found here comes from a 3rd party hosting sites such as Google, YouTube, Vimeo, moviescounter.co, & other sites provided by users etc... Fastlisting.org dose not self host any of Videos and Articles. Please contact appropriate Articles individual Authors and Video hosting sites for any content removal.