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Financial institution dealing with wealth products have to follow numerous leads and managing them comes with its own challenges

Wealth Growth

by Cognerium

What is it about?

Financial institution dealing with wealth products have to follow numerous leads and managing them comes with its own challenges. The business model is mostly advisor driven and identification of potential advisors and customers is crucial to growth.

App Details

Version
1.3.104
Rating
NA
Size
47Mb
Genre
Finance
Last updated
March 19, 2025
Release date
February 23, 2023
More info

App Screenshots

App Store Description

Financial institution dealing with wealth products have to follow numerous leads and managing them comes with its own challenges. The business model is mostly advisor driven and identification of potential advisors and customers is crucial to growth.

Our wealth growth product is designed for the marketing and sales force to leverage technology along with customer insights to target the right set of potential customers for quick sales closures

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