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 …
Posts Tagged ‘CRM for Asset Management’
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 …
Rev Up AUM and Future Growth Targets with Microsoft Dynamics CRM Read More »
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 …
