at Financial Technnology Year
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Infor CRM for Financial Services
from Infor
Customer relationship management platform for financial services organizations including banks, brokers, and wealth managers. Provides client management, opportunity tracking, portfolio management, compliance monitoring, and marketing automation with mobile access.
in:
Client Services
Platforms that manage client information, track interactions, and provide a comprehensive view of client relationships and account activities.
Infor CRM for Financial Services
Publicly available data, summarised using AI.
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