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Client Centric Document Management; A Must for Client Retention. OVERVIEW Much of the wealth management industry is (re)implementing the behavioural strategy of
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Document Date: 2014-01-30 08:56:22

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File Size: 872,61 KB

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Company

enSynergy International / LiveFile / INTEGRATION WITH CRM SYSTEMS / Ascent / enSynergy / Microsoft / /

Event

Business Partnership / /

IndustryTerm

search variables / conventional search tool / engagement management / document search / e-documents / file management / desktop applications / text search / email management / software providers / soLazyPhrase search / document management systems / content management / phrase search performance / portfolio management / roll-back technology / document scanning systems / wealth management software solutions / enVisual product / electronic records management / search component / phrase search / fuzzy indexing technology / business processing / text search component / document management / search flexibility / imaging / search engine / search results / trust accounting / /

Organization

FUZZY CLIENT FILE ASSOCIATION / US Federal Reserve / Customer Relationship Management / Bank of England / /

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Position

wealth manager / manager a desktop / /

ProgrammingLanguage

SQL / Microsoft SQL Server / /

Technology

KNOWLEDGE MANAGEMENT / CRM / two-phase commit technology / roll-back technology / CRM system / caching / search engine / fuzzy indexing technology / /

URL

www.enSynergy.com / http /

SocialTag