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 …
Posts Tagged ‘CRM for Financial Services Webinars’
Upcoming Webinar: How Wealth Management Firms Use Microsoft CRM to Grow their Advisory Business
Bloomberg BusinessWeek reports that 2011 was the fifth year in a row in which investors withdrew more money from U.S. equity funds than they deposited. In fact, withdrawals for last year totaled $135 billion, which was second only to 2008. Despite U.S. stocks having increased 99 percent over the past three years as of its …
