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How this mutual fund software offers a personalized journey for different customers?

The advanced CRM features of this mutual fund software give customers a more personalized and native experience. With respect to this feature, advisors can view their clientu2019s details, check the lead status, create a custom back-office workflow and map customer journey from a unified dashboard.

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How this mutual fund software offers a personalized journey for different customers?

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  1. How this mutual fund software offers a personalized journey for different customers? The advanced CRM features of this mutual fund software give customers a more personalized and native experience. With respect to this feature, advisors can view their client’s details, check the lead status, create a custom back-office workflow and map customer journey from a unified dashboard. For more information visit @- https://www.redvisiontech.com/ Address- REDVision Computer Technologies Pvt. Ltd.,Saket Square,Indore, MP - 452001 An ISO 9001:2008 Certified Company 401 A Wing, Twin Star Building, Saket Square,Indore, MP - 452001 Call(Sales): 0731- 4026004, 9301970707, +91-9827899022 Email: query@redvisiontech.com

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