Miles Moneyware Dashboard App
Miles is a dashboard app designed to assist account executives in building relationships with their clients and prospective customers.
The Miles Dashboard App enables account professionals to manage clients and financial information together in one click of the dashboard.
White-label product available for BANKING, FINANCIAL SERVICES AND INSURANCE, corporations, asset management companies, brokerage firms, wealth advisors, financial institutions.
Features include personal management tools such as:
- My Clients, My Prospects, My Appointments, Meeting Notes
- Personal alerts and reminders
- News and training videos
“As Israel’s leading entertainment & brand, mako needed a breakthrough Windows 8 app and Zensa delivered!” – CEO Ori Rosen
- Windows 8
- Web services
- Can be scaled for Android and iOS devices