What Are The Benefits Of Goal Tracker In a Mutual Fund Software For Distributors? (Computers - Software)

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Item ID 2899996 in Category: Computers - Software

What Are The Benefits Of Goal Tracker In a Mutual Fund Software For Distributors?


The goal tracker in a mutual fund software for distributors brings multiple benefits:

1. Enhance client engagement by providing them personalized services.
2. Add value to the services by recommending suitable investment products.
3. Reduce redemptions and identify new opportunities.
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Target State: Madhya Pradesh
Target City : Indore
Last Update : 20 May 2024 4:02 PM
Number of Views: 67
Item  Owner  : Wealth Elite
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Contact Phone: 09039822000

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2024-12-25 (0.392 sec)