Wealth + The new CRM for Wealth Management professionals in Luxembourg Written by on May 12th, 2016

Developed together with Wealth Management specialists in Luxembourg, the customer experience experts at NEREA associated their CRM expertise to the particular challenges of the sector to build Wealth +.

 

Wealth + is a ready to use customizable and extensible solution for Wealth management.

 

Based on Microsoft Dynamics CRM, Wealth + has been designed to be integrated in familiar systems used by Wealth Management professionals and to answer the particular security and confidentiality rules of the Luxembourg market.

 

If you are interested to discover the solution for your business, and the last Wealth Management trends, NEREA organizes the first presentation of the solution through two private and exclusive business lunches on May 31st and June 2nd  (very limited places).

Wealth plus

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