| Vývojář: | SS&C Technologies Canada Corporation (1) | ||
| Cena: | Zdarma | ||
| Hodnocení: | 0 | ||
| Recenze: | 0 Napsat recenzi | ||
| Seznamy: | 0 + 0 | ||
| Body: | 0 + 0 ¡ | ||
| Google Play | |||
Popis
Access your clients key information on the road.
- Bio, tier, interactions, interests, company description, hierarchy, notes, and files.
- Relationships with others at your firm.
- LSEG ownership and profile data.
- Past and live deals, deals you have shown them.
Save time at the office by doing more on your phone or tablet.
- Manage your contacts and lists.
- Capture opportunities as soon as they come up. Log a call report and create a deal immediately after your meeting.
- Create a call report or update a deal and assign follow-up tasks to keep your team informed after a client meeting.
- Review your client files while in transit.
Request a demo to learn how you can accelerate your firm’s digital transformation with optimized client relationship management.
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- Verze: 2025.3
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- SS&C Technologies Canada Corporation
- Platformy: Android Aplikace (1)
- Seznamy: 0 + 0
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Další informace
- Verze: 2025.3
- Kategorie:
Android Aplikace›Finance - OS:
Android 8.0 - Velikost:
26 Mb - Hodnocení obsahu:
Everyone - Google Play Hodnocení:
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https://www.tier1fin.comTier1 Mobile Now Krátká adresa URL: Zkopírováno!- 🌟 Sdílet
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