Posts Tagged ‘CRM for Asset Management’

HSO's Logo Webinar: Redefining CRM — Innovative Ways Today’s Investment Firms Are Using CRM to Outpace Business Demands

There is no cost to attend, but space is limited.  Reserve your spot here. From compliance issues to increasing client demands, today’s investment firms face tough challenges. But, there are […]

Hitachi Solutions America, Ltd.'s Logo Rev Up AUM and Future Growth Targets with Microsoft Dynamics CRM

In the Asset Management arena, investment offerings continue to evolve and increase perpetually. As a result, financial advisors are coveting more support from fund wholesalers, while institutional investors and regulators […]

Hitachi Solutions America, Ltd.'s Logo Asset Management Firms Ensure Superior Client Service and Enhance Collaboration with Microsoft Dynamics CRM 2011

Besides needing portfolio modeling and performance analytics to support their investment management process and trading and rebalancing decisions, Asset Managers need to be able to deliver a superior level of […]


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