Posts Tagged ‘Wealth Management CRM’

Hitachi Solutions America, Ltd.'s Logo Renew HNW Client Focus and Take Your Advisory Practice to New Heights with Microsoft Dynamics CRM

As high net worth individuals and families continue to diversify their assets with multiple advisors, private banks, family offices, and wealth management firms realize they need to improve the way they manage their book of business. To better serve their top relationships, leading advisory firms understand that they need to give their ultra-affluent client base …

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