Posts Tagged ‘asset management’

HSO's Logo For Asset Managers, the Right CRM Should Be More than a Customer Database: Does Your CRM Have What It Takes?

Part 1 of a 3-Part Series: How Asset Management Firms are Redefining Sales and Services Using CRM and More Sales targeting. Trade resolution. Getting the data you need to make the right decisions. With very few exceptions, the challenges faced by asset management firms—on both the institutional and wholesale sides—are generally consistent. But the technology …

For Asset Managers, the Right CRM Should Be More than a Customer Database: Does Your CRM Have What It Takes? Read More »

 

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