Retention Engine
by WealthX · CRM and customer experience · Sydney, NSW, Australia
Automated client retention and refinance prompts
About WealthX
CRM and client engagement platform combining a client-facing wealth app, email marketing and a retention engine.
WealthX in the vendor registry: its products, features and similar vendors.
Also by WealthX
- WealthX CRM: CRM and kanban pipeline for brokers, planners and accountants
- Wealth App: Client-facing app for ongoing engagement
More in this category: CRM and customer experience software for financial services.
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