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Kyloe Salesforce for Asset Management
Customer Engagement Solutions Without Compromise
Starting at $60,000 USD/company/year
- Industries
- Financial Services
- Business Need
- SalesProductivityCustomer Service
- Requires
- Sales Cloud
We build world-class turnkey customer engagement solutions for Institutional and Intermediary Asset Managers, powered by the Salesforce platform. Built from the experience of 50+ implementations with asset managers of all sizes.
Highlights
Top-shelf features for high-touch relationship management of institutional clients, prospects and consultants.
Intelligent Advisor Engagement for wholesalers, powered by actionable sales data presented in an easy to use interface.
Richer functionality than custom builds, delivered faster, with lower TCO.
Provider Details
Kyloe Digital
New York, NY, United States
We build world-class turnkey customer engagement solutions for the Asset Management industry powered by the Salesforce platform.
Pricing Details
Default Plan
$60,000 USD/company/year
Lowest Starting Price