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FIS Unity
from FIS Global
A wealth management platform with robust client communication management capabilities, including client portal, document management, secure messaging, activity tracking, automated notifications, and compliance monitoring for brokers.
Category:
Communication Management Systems
in:
Client Services
Tools for managing client communications across multiple channels (email, chat, phone), often with recording and archiving capabilities for compliance purposes.
FIS Unity
Publicly available data, summarised using AI.
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