Posts Tagged ‘Microsoft Dynamics for Wealth Management’

Hitachi Solutions America, Ltd.'s Logo 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 management executives intend to sustain or grow their level of CRM technology spending. Over half of financial advisory practices assert that the biggest challenges in …

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