客户需求已变得日益复杂和全球化,其结果是,财富管理工作在过去10年中已发生了巨大变化。
Client needs have become increasingly complex and globally oriented, and as a result wealth management has changed over the past 10 years.
公司可以使用LotusLive的功能在Salesforce CRM应用程序中扩展客户和完成机会管理工作。
Businesses can extend the customer and opportunity management work done in the Salesforce CRM application with the collaborative capability of LotusLive.
这包括让用户能够轻松地连接到系统,以及尽可能减少客户端应用程序的管理工作量。
This includes the ability for users to connect to the system easily and for client-side application management to be minimal.
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