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 firms that are winning the battle. How are they doing it? The answer might surprise you: CRM. These successful firms are using CRM in unexpected …

Webinar: Redefining CRM — Innovative Ways Today’s Investment Firms Are Using CRM to Outpace Business Demands Read More »

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 are demanding more transparency on portfolio holdings and fees and expenses. The current bull market can only go on for so long. Going forward, the …

Rev Up AUM and Future Growth Targets with Microsoft Dynamics CRM Read More »

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 service to clients and institutional consultants. The Asset Managers that are most well-equipped to meet growing investor and stakeholder demands for higher service levels and …

Asset Management Firms Ensure Superior Client Service and Enhance Collaboration with Microsoft Dynamics CRM 2011 Read More »

 

Show Buttons
Hide Buttons