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Appway - Client Lifecycle Management for Wealth & Private Banking

$25 USD per user per month This app requires a separate subscription to Appway. Contact us for additional pricing information.

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Listed On

11/20/2019

Latest Release

11/14/2019

CATEGORIES

Productivity
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.

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