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HCL Technologies

FinEdge Wealth CRM Solution

FinEdge Wealth CRM Solution

HCL's FinEdge Wealth solution is a comprehensive solution for the wealth management industry that brings together sales, marketing, customer service and advisory functions in a single solution. This solution is designed to enable wealth management organizations to deliver a superior experience for customers and drive business growth.

With our FinEdge Wealth CRM solution HCL can help wealth management organizations target the right customers with appropriate products, develop a healthy sales pipeline, an effective sales process and provide prompt service with a good understanding of customers’ needs.

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