Home Financial Services Crm Presentation Visual Aids
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Features of these PowerPoint presentation slides:
This is a financial services crm presentation visual aids. This is a five stage process. The stages in this process are account aggregation, financial planning, crm, data input tools, document management, portfolio accounting, custodian, trading rebalancing, portfolio analytics reporting.
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Much better than the original! Thanks for the quick turnaround.
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Unique research projects to present in meeting.