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 …
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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 …
