Client Management and CRM

Client Relationship Management is provided through the Fusion system for intermediaries / advisors
  • Fusion is designed to be a single user interface for client management by advisors, intermediaries, private bankers and asset managers
  • Fusion is an industry leading product built on open scalable standards that can be customised by each client to meet their requirements and business processes
  • Fusion is being pro-actively developed with the support of a wide range of clients in different sectors of the financial services industry
 

For more information about the Chelmer Product Suite email sales@chelmer.co.nz