Posts Tagged ‘CRM for Financial Services’

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 […]

Hitachi Solutions America, Ltd.'s Logo Wealth Management Firms Look to Rev Up CRM Technology Spending

At the end of March, I had the privilege of listening to an InformationWeek - Wall Street & Technology webcast entitled “CRM Integration Strategies to Increase Financial Advisor Satisfaction and […]

 

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