A leading bank in Nordics chose FA Sales

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.

Share this Post