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DPX

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(1)5.0/5

DealPoint helps your Relationship Managers (RMs) optimize every deal with a focus on customer profitability and risk-adjusted return. And you'll have a complete real-time view of your portfolio. DealPoint seamlessly integrates with your CRM and other in-house systems, as well as third-party data, models and systems. And all without loss of client data privacy. Your RMs have pricing and customer data pre-loaded for them so they get a consistent full view of each customer relationship.

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