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Appway - Client Lifecycle Management for Wealth & Private Banking
Customer onboarding and beyond: Making CLM easy for relationship managers
Starting at $99 USD/user/month
- Industries
- Financial Services
- Business Need
- Productivity
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.