CHANNEL MANAGEMENT FOR RETAIL FINANCIAL INSTITUTIONS
As sales and distribution channels become complex and fragmented, retail financial products companies suffer from low visibility of sales and distribution operations. This is specially the case when sales and distribution functions are spread across multiple organizations and channels.

Herald Logic's Channel Management System enables Retail Financial Institutions to Acquire, Monitor and Reward sales channels.

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WEALTH MANAGEMENT
The solution is tailored to the specific needs of the wealth management businesses of banks, independent advisory firms as well as distributors targeting the affluent and mass affluent customer segments.

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