at Financial Technnology Year
This content is provided by FinTechBenchmarker.com who are responsible for the content. Please contact them if you have any questions.
Clienteer
Clienteer (by AKA Enterprise Solutions) is a CRM platform built specifically for asset and wealth management firms, offering comprehensive relationship management tools.
Email: info@clienteer.com
Phone: +1 (617) 273-8140
Web: https://www.akaclienteer.com/
products
-
Clienteer Mobile
Clienteer Mobile provides investment professionals with mobile access to their CRM, including features for client meeting management, contact information access, activity tracking, opportunity management, and portfolio information while on the road.