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AdvisorEngine CRM Case Studies

  • Junxure - Customer Case Study

    Brad FergusonChief Investment Strategist for Asset Management

  • RIA Firm Optifour Unifies Operations and Prospecting with Centralized Communications

    Ryan BergesDirector of Wealth Operations
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    4.7 / 5.0
    Customer References42 total
    About

    Aptean CRM delivers industry best practices to help you nurture customer relationships and increase your competitive advantage. Aptean CRM gives you a complete view of your customer. It’s designed to provide your organization with accurate sales, marketing and customer service information so all departments remain in sync and organized. With detailed history of marketing, sales and service efforts, in addition to customer characteristics and preferences, Aptean CRM software allows you to make the most of each customer interaction and generate data-driven decisions based on real-time information.

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    4.7 / 5.0
    Customer References56 total
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    CRMNEXT is a financial services CRM solution designed specifically with the needs of banks and credit unions in mind. The platform integrates your core and other existing technology under a simple, easy-to-use interface that lets you see all customer and member information and complete tasks in one place. Long gone are the days stuck behind the computer having to cut-and-paste across systems to get work done. CRMNEXT automates the boring stuff so you can focus on real-life relationships instead. More than one million financial institution employees use CRMNEXT on a daily basis to simplify work, drive growth and deliver awesome experiences to over a billion folks around the globe. Gartner recognizes CRMNEXT as a leading player in sales force automation, service management, and lead management. For more information, visit www.crmnext.com

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    Customer References50 total
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    Method:CRM gives you a better way to run your business so nothing slips through the cracks and everyone can get more done. As a small business themselves, they’ve felt the pain of using out-of-the-box software that didn’t adapt to their needs. And they know every small business has its own unique workflows. They believe you should have enterprise benefits at small business prices and that’s why they built Method. Their award-winning software is fully customizable, so you can run your business your way.

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