Appway - Client Lifecycle Management for Wealth & Private Banking - Appway AG - AppExchange
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Appway - Client Lifecycle Management for Wealth & Private Banking

By Appway AG
Appway - Client Lifecycle Management for Wealth & Private Banking
With Appway, you can convert your prospects into satisfied clients hassle free
Win your customers’ trust and loyalty with an engaging end-to-end journey
Appway allows advisors to interact seamlessly with middle- and back-office without switching systems
By reducing onboarding time, you remove clients’ pain points and create satisfied customers
Frictionless onboarding improves internal efficiency and the customer experience
With Appway, your advisors can focus on winning new clients
Advisors and compliance officers can launch the relevant CLM processes they need
10 of the world's top 25 wealth management firms choose Appway - Watch our demo to understand why!
1 of 8 : With Appway, you can convert your prospects into satisfied clients hassle free
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Starting at $99 USD per user per month Contact us for additional pricing information.

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Latest Release

11/14/2019

CATEGORIES

Productivity

Industry

Financial Services
Customer onboarding and beyond: Making CLM easy for relationship managers

The leading onboarding and CLM solution for financial institutions is now available directly in Salesforce, empowering relationship managers and wealth advisors to convert prospects into customers quickly and seamlessly, while remaining fully compliant.

Starting at $99 USD per user per month Contact us for additional pricing information.