Client Login
« Back to Glossary Index

CRM refers to the set of processes and tools that financial professionals use to manage their interactions with clients, from initial contact to post-sale support. 

CRM has become an integral part of the financial services industry, allowing financial professionals to better understand and serve their clients. By using CRM tools such as Xeppo and processes, financial professionals can manage client data, track interactions, and provide personalized service.

« Back to Glossary Index
Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
Consent to display content from - Youtube
Consent to display content from - Vimeo
Google Maps
Consent to display content from - Google
Consent to display content from - Spotify
Sound Cloud
Consent to display content from - Sound