7 Reasons a Financial Services Firm Replaced Salesforce with Microsoft Dynamics CRM
Salesforce or Microsoft Dynamics CRM? Which CRM software is the better fit for a financial services company? Many organizations contemplate this question. The obvious answer is, it depends on your requirements and goals. Yet, …
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Lessen Compliance Headaches and Avoid Hefty Regulatory Fines with Customer Effective: Wealth Management CRM
The financial services CRM consulting practice of Customer Effective has been on top of the surge in compliance-related issues for years now, including going back to the inception of Dodd …
Designing a Versatile CRM Solution for Financial Service Firms
The benefits of CRM software for financial service firms extend beyond sales and marketing support. These powerful solutions also help you manage your enterprise more effectively, offering flexible and versatile …
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CRM Tops Strategic Initiatives for Wealth Management Firms
Earlier this year, the CEB TowerGroup shared research findings on some of the key technological issues impacting wealth management firms: Over the next three years, greater than 70% of wealth …
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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 …
Wealth Management Firms turn to Microsoft Dynamics CRM 2011 to Amplify their Sales and Service Results
Customer Effective is poised and ready to empower wealth management firms with flexible, scalable, and security-enhanced CRM tools and integrated solutions to grow their business. Customer Effective: FinServ for Wealth …
Drive Your Wealth Management Practice to New Levels of Success with CRM 2011
Over the course of their lifetime, the financial needs of customers evolve. Elite advisory firms embracing a client-centric approach and executing a comprehensive CRM strategy will be better positioned to …
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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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