Text size

Appway launches CLM auto-update tool to improve RM productivity

Zurich-based Appway has launched Client Update — a CLM tool which automatically updates and consolidates client information from multiple sources, complementing the tech vendor’s existing suite of solutions and potentially boosting advisor productivity. “Client Update offers a combination of Appway’s best-fitting business components, workshops, and services to empower financial institutions,” the press release read, adding that end-clients seek “one key…

To access this content, please click back to the home screen, then click “Menu” (bars in top left bars) and then “Login”.
To enquire for a free trial, please start here.
Need more help? Click here or email [email protected].