Mutual Funds

FundStation Integration :
Publish performance of mutual funds on a daily basis to multiple internal and external customers.
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SalesPage CRM Implementation :
Improve customer service, sales performance, and marketing efficiency through the integration of a custom software application designed for use on the user desktop. Create accurate sales and statistical reporting for investment partners. Create a method of tracking calls and recording instance outcome and potential marketing data in order to increase percentage of prospect client to conversion.
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Unitrac CRM Project Management :
Improve customer service, sales performance, and marketing efficiency through the integration of a custom software application designed for desktop utilization.
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