认领应用
For financial advisors, top 10% of their clients bring in the majority of revenue, yet the low value clients (<$1MM) account for a disproportionate share of service and their time.With Amyx, financial advisory firms can sell their low value accounts to Amyx to focus on their most profitable clients, freeing them from the headache of servicing low revenue clients. Amyx’s solution provides highly personalized advice at the lowest cost structure for the less than $1MM clients.
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