Gain complete visibility and control over sales, clients, staff productivity and fees so focus can be given to clients for lead generation and sales tracking. Enhance client relationships through accurate fact finds, effective CRM and document management. Use comprehensive reporting, including time reporting and compliance tracking, to align financials and regulatory requirements. Applied WealthTrack™ provides a client-centred process that measures lead generation, sales pipeline management, fact-finding, client management, productivity and revenue generation.
Key Benefits
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