Browsing Tag

Client Lifecycle Management

Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report

PRNewswire Aug 4, 2021 0

Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, announced its selection by global research and advisory firm Celent as a winner of the XCelent Functionality Award. The award was revealed in Celent's CRM…
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Analytics

Outdated Technology Preventing Banks from Investing in Disruptive Technologies, According to Fenergo…

PRNewswire May 10, 2019 0

Fenergo, the leading provider of digital Client Lifecycle Management (CLM) software solutions for financial institutions, revealed that 20% of C-suite executives in banks say that the maturity of their technology infrastructures is…
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Analytics

Manzama and OnePlace Partnership Brings Market Intelligence to Client Lifecycle Management

MTS Staff Writer May 21, 2018 0

The Partnership Allows Bringing Key Information Provided by the Manzama Intelligence Platform Directly into Their Oneplace CRM Environment Manzama and OnePlace announced a partnership which will allow for seamless integration of Manzama…
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