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…
Appway launches CLM auto-update tool to improve RM productivity
