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 …
Posts Tagged ‘Microsoft CRM for Wealth Management’
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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