Posts Tagged ‘CRM for Mutual Funds’

Hitachi Solutions America, Ltd.'s Logo Improving Mutual Fund Wholesaler Territory Management with Microsoft Dynamics CRM

Cerulli Associates recently released a research report entitled “Intermediary Distribution 2012: Optimizing Channel Strategies, Product Focus, and Sales Team Effectiveness.” In the study, Cerulli projects that the market share of the larger, national Wirehouse Broker/Dealers (B/Ds) is going to continue to decline slightly over the next three years. Registered Investment Advisors (RIAs), Defined Contribution-Investment Only …

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Hitachi Solutions America, Ltd.'s Logo Mutual Fund Wholesalers Locate and Cement Top-Producing Broker Relationships with Microsoft Dynamics CRM

Due to ongoing industry consolidation, occasional market turmoil, or personal drive to increase earning power, top-producing financial advisors occasionally change Broker/Dealers (B/Ds). Some go to work for another competing Wirehouse or Regional B/D in the quest for a better overall platform, research, and support team, as well as a lucrative signing bonus. Other breakaway brokers …

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