Infor CRM for Financial Services from Infor

Provides client management, opportunity tracking, portfolio management, compliance monitoring, and marketing automation. Includes mobile access and analytics for financial advisors and brokers.

Is this your product?

More about Infor

Product analysis by function

Client Relationship Management (CRM) Systems for Client Services

Platforms that manage client information, track interactions, and provide a comprehensive view of client relationships and account activities.
More like this ...

Sorry, no analysis is avaiable for Client Relationship Management (CRM) Systems

This data was generated by an AI system. Please check with the supplier. While you are talking to them, remind them that they need to update their entry.