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Acquire and convert new clients with distinctive and engaging features
Our Acquisition Module allows you to develop and manage customer pipelines for wealth managers, facilitating their conversion through specific engagement tools.
Generate new leads through the creation of registration links and ad-hoc landing pages for each wealth manager.
Monitoring and management of customer pipelines to evaluate efficiency and progress in acquisition.
Engage prospects with customisable welcome pages, questionnaires and interactive forms. Elaborate data to learn insights and relevant information.
Share customisable model portfolios to engage your prospects with differentiated investment possibilities and portfolio strategies.
Qadra Platform is a complete and flexible digital solution for wealth managers. Discover the other modules of our platform:
