Washington Trust Wealth Management and UNAPEN, Inc. are pleased to announce the second phase of an enterprise rollout of UNAPEN’s CLIENTLOGIX CRM and Business Intelligence platform.
Washington Trust’s Wealth Management division chose UNAPEN’s flagship CLIENTLOGIX platform in late 2007 to integrate all of its sales and client service activities across its four wealth management divisions: Washington Trust Investors (WTI), 1800 Asset Management (1800), Weston Financial Group, Inc. (Weston) and Trust & Estate Services. The first phase of the system went live at 1800, WTI and Trust & Estate Services in the spring of 2008.
Galan G. Daukas, Washington Trust executive vice president of Wealth Management, said, “We turned to UNAPEN’s CLIENTLOGIX platform and their professional services team to provide this critical solution. They took a great platform and with minimal customization, crafted the exact solution for our business requirements. The first phase was a complete success, paving the way for this next phase.”
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