CRM for Relationship Managers of wealth management entities

A dedicated application for Relationship Managers of wealth management entities (bank, Mutual Fund advisors).

The idea is to help RMs advice, sell and maintain investment products to their potential customers.

#CRM #analytics #dashboard #UX #UI #wealthmanagement #investment #banking. #customer360view #tabletdesign

To know more,

📩 Email: contact@openknot.design

📞 Contact: +91-8379874209

🌏 Website: http://openknot.design