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Conduent Fund Sales Growth

Grow Assets, Increase Profitability and Reduce Operating Expenses.

Overview

Multiple distribution channels make mutual fund sales reporting more complex than ever. We offer an industry-tailored, out-of-the-box fund sales reporting software solution that integrates seamlessly with Salesforce.com

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  • Comprehensive Sales Reporting. Trend Analysis. 360 Degree Fund Management Platform.

  • Interactive Dashboards. Transaction Reconciliation. Trend Analysis.

  • Wholesaler Commission. Literature Fulfillment. Compliance Reporting.

A powerful 360 degree Mutual Fund Sales Reporting and CRM Solution. Gain a competitive edge, lock in current customers and attract new ones with our fund management software. Whether used individually or as a group, our solutions significantly increase your potential to acquire assets. Our Xerox Fund Sales Growth Solution provides a comprehensive look at client activities and sales results. Our solution delivers benefits such as: Higher close rates, profitability and sales productivity Reduced expenses Added cross-selling and up-selling opportunities Improved customer service and call center efficiency Better customer profiling and targeting Increased market share

Categories

Business Needs
Sales
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package