| 开发人员: | SS&C Technologies Canada Corporation (1) | ||
| 价格: | 免费 | ||
| 排名: | 0 | ||
| 评价: | 0 我要评价 | ||
| 列表: | 0 + 0 | ||
| 积分: | 0 + 0 ¡ | ||
| Google Play | |||
说明
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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- 版本: 2025.3
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- SS&C Technologies Canada Corporation
- 平台: Android 应用 (1)
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其他信息
- 版本: 2025.3
- 类别:
Android 应用›财务 - 操作系统:
Android 8.0 - 大小:
26 Mb - 内容分级:
Everyone - Google Play 评分:
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