Mobile Meeting Technology

for Client Relationship Management

Hardware such as tablets, presentation devices, and secure mobile access solutions that enable client-facing teams to deliver professional presentations and access client information during meetings.

Products in this category

Expert operator assisted conference call services and webcasting for hosting investor relations even... more...

Integrated CRM with mobile access, meeting scheduling, agenda management, secure document exchange, ... more...

... operational leverage to the finance function by connecting investment managers with their LPs an... more...

SS&C Salentica's mobile solution enables fund managers to manage client relationships while mobile, ... more...

SatuitCRM Mobile offers mobile meeting management specifically for investment professionals, with fe... more...

Adaptive CRM platform with mobile meeting tools, contact management, pipeline tracking, automated fo... more...

Turn complex regulations and rising client expectations into a simple workflow. Teliqon powers finte... more...

Our solutions include permitting, enforcement, business licensing, compliance, asset management, 311... more...

See FolioMetrics in action — our industry-leading asset management CRM solution, specifically design... more...

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