FA Sales is an innovative and modern financial advisory and customer relationship management system for tellers, private bankers, wealth planners, pension consultants, tax advisors, etc. The solution is based on a holistic wealth and income model together with compliance and product mix. Moreover the system handles requirements of MiFID 1 & 2. Benefits of using FA Sales are better sales and savings from the administration work.
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A leading bank in Nordics chose FA Sales
By FA Marketing, February 2015
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