Better Serve Clients with a Holistic View of Financial Data
Do your wealth and portfolio managers waste time trying to find data, or worse, make decisions off partial data? How would having a holistic view of information impact your ability to serve your clients?
By delivering a holistic view of a customer’s investment portfolio by dynamically cross-referencing against marketplace news catalysts, Attivio enables financial services companies to provide VIP treatment for all customers by minimizing exposure and recommending relevant opportunities for cross-sell & up-sell.
During this 30-minute webinar we’ll demonstrate how this is possible and discuss the benefits top banks are seeing with Attivio’s solution.
Better Serve Clients with a Holistic View of Data
Date: Tuesday, August 28th
Time: 2pm ET
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