Personetics Discover within Dynamics 365

de Personetics Technologies LTD.

Bankers and Financial Advisors - Financial Data-Driven Sales enablement in Dynamics 365.

• Boost Banker Productivity
• Equip bank agents with real-time financial data-driven actionable insights & advice to raise with customers
• Help customers stay on top of their finances and increase financial well-being
• Help agents foster deeper & meaningful relationship with customers

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