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What is Comarch Wealth Management?

Comarch Wealth Management is a comprehensive platform that equips you to provide exceptional investment guidance to a diverse clientele, regardless of their evolving needs. Within minutes, you can determine the next steps to take, fostering continuous communication and building enduring relationships. Our system supports both clients and advisors in making informed investment choices methodically. Regardless of the volume of clients or their specific segments, the quality of your service will remain consistently high, irrespective of your advisors' experience levels. The platform enables you to grasp a client's entire investment landscape with just a quick look, facilitating precise recommendations within a single meeting. Accessibility is enhanced through features like a client app, virtual meetings, and collaborative investment ideas. Moreover, staying updated on market trends and client activities becomes simpler, ensuring you remain well-informed and responsive to changes. Ultimately, this approach not only streamlines processes but also strengthens the bonds with your clients.

What is Comarch CRM for Telecoms?

Comarch CRM for Telecoms is an intuitive software solution specifically designed to empower customer service representatives in building distinctive and tailored relationships with their clients. This robust platform simplifies tasks for its users, ensuring that data is neatly organized for swift access. With this system, you can deliver customized products, enhance service quality, and swiftly address customer orders and inquiries. The ability to maintain a comprehensive, real-time, 360-degree view of customers allows for seamless interactions. Serving as a vital element of Comarch BSS, Comarch CRM streamlines essential processes in sales, marketing, and customer support. It is also pre-integrated with other Comarch BSS/OSS offerings, providing a cohesive experience. Featuring an easy-to-navigate graphical user interface, the system offers sophisticated tools that facilitate daily sales activities and back-office functions, adhering to the "one desk-full service" philosophy, ensuring that representatives can serve customers more effectively and efficiently. Additionally, this software not only improves operational efficiency but also enhances customer satisfaction by providing quick and tailored responses.

Media

Media

Integrations Supported

Airstack
Alumio
Check Point Quantum Network Security
Dell EMC NetWorker
EGrAMS
Fortinet SD-WAN
HPE Consumption Analytics
Huawei FusionStorage
IBM Cloud
Oracle Cloud Infrastructure
Palo Alto Networks Next-Generation Firewalls
Red Hat Cloud Suite
Symantec Advanced Authentication
Trend Micro Endpoint Encryption
VMware Cloud

Integrations Supported

Airstack
Alumio
Check Point Quantum Network Security
Dell EMC NetWorker
EGrAMS
Fortinet SD-WAN
HPE Consumption Analytics
Huawei FusionStorage
IBM Cloud
Oracle Cloud Infrastructure
Palo Alto Networks Next-Generation Firewalls
Red Hat Cloud Suite
Symantec Advanced Authentication
Trend Micro Endpoint Encryption
VMware Cloud

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Comarch

Date Founded

1993

Company Location

Poland

Company Website

www.comarch.com/finance/banking/comarch-wealth-management/

Company Facts

Organization Name

Comarch

Date Founded

1993

Company Location

Poland

Company Website

www.comarch.com/telecommunications/bss-solutions/crm-for-telecoms/

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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