Conduent Fund Sales Growth
By Xerox ACS TradeOne MarketingSales
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- Listed since
- 2015
About Conduent Fund Sales Growth
Grow Assets, Increase Profitability and Reduce Operating Expenses.
A powerful 360 degree Mutual Fund Sales Reporting and CRM Solution. Gain a competitive edge, lock in current customers and attract new ones with our fund management software. Whether used individually or as a group, our solutions significantly increase your potential to acquire assets.
Our Xerox Fund Sales Growth Solution provides a comprehensive look at client activities and sales results. Our solution delivers benefits such as:
Higher close rates, profitability and sales productivity Reduced expenses Added cross-selling and up-selling opportunities Improved customer service and call center efficiency Better customer profiling and targeting Increased market share
Highlights
- Comprehensive Sales Reporting. Trend Analysis. 360 Degree Fund Management Platform.
- Interactive Dashboards. Transaction Reconciliation. Trend Analysis.
- Wholesaler Commission. Literature Fulfillment. Compliance Reporting.
Screenshots
Image 1 of 3
Pricing
Paid.
Please contact us to discuss a industry tailored Mutual Fund solution and demo of the product.
Compatibility
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Lightning Experience
- Not supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on November 21, 2014
- Languages
- English
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