Metavante Rolls Out New CRM Tool

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Metavante has introduced a new CRM tool, called WealthRM, through a licensing agreement with Clien- Tracs, of Atlanta. WealthRM, powered by ClienTracs, helps financial advisors with sales prospecting, cross-selling, referral tracking, and relationship management.

The licensing agreement provides Metavante with exclusive rights to sell and market WealthRM for the wealth management industry.

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