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Wealth Growth app for iPhone and iPad


4.4 ( 4464 ratings )
Finance
Developer: Cognerium
Free
Current version: 1.3.90, last update: 3 months ago
First release : 23 Feb 2023
App size: 45.71 Mb

Financial institution dealing with wealth products have to follow numerous leads and managing them comes with its own challenges. The business model is mostly advisor driven and identification of potential advisors and customers is crucial to growth.

Our wealth growth product is designed for the marketing and sales force to leverage technology along with customer insights to target the right set of potential customers for quick sales closures