| 開發人員: | SS&C Technologies Canada Corporation (1) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
| 評測: | 0 寫評論 | ||
| 清單: | 0 + 0 | ||
| 點數: | 0 + 0 ¡ | ||
| Google Play | |||
描述
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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新功能
- 版本: 2025.3
- 發佈日期:
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- 今天: 免費
- 最小值: 免費
- 最大值: 免費
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開發人員
- SS&C Technologies Canada Corporation
- 平台: Android 應用程式 (1)
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其他資訊
- 版本: 2025.3
- 類別 :
Android 應用程式›財經 - OS:
Android 8.0 - 大小:
26 Mb - 內容分級:
Everyone - Google Play 評分:
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- 個人網站:
https://www.tier1fin.com
Tier1 Mobile Now 縮短網址: 已複製!- 🌟 分享
- Google Play
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