Check out the May 2017 UNAPEN Newsletter!
Tag: Asset Management CRM
CRM solutions in Financial Services typically focus on Institutional or PrivateClient but leave out the Wrap/SMA needs. ClientLogix is unique in that it handles all 3 complex types of business relationships out of the box.
Check out the March 2017 UNAPEN Newsletter!
Check out the February 2017 UNAPEN Newsletter!
UNAPEN, Inc. Integrates its ClientLogix CRM product with Laser App Software to Advance Asset Manager Work Flow
Check out the January 2017 UNAPEN Newsletter!
Infor Customer Experience Suite Acknowledged for Usability, Ease of Integration and Industry-Specific Capabilities. Nucleus Research placed vendors in the Leader category by looking at advances in usability and functionality in three core pillars of CRM: sales, marketing and customer service. Leaders in the Matrix are not only delivering mobile and analytics capabilities, but advancing usability…
Institutional & wealth managers, hedge funds & family offices fall into 3 categories of data maturity, see how they gain an edge against their peers.
The right CRM in Investment Advisory firms can foster human collaboration in tandem with automated Compliance monitoring to significantly benefit the firm and its clients.
December 15, 2015 David GemmaNewly released SelectHub Leaderboard ranks top CRM systems across 20 key user and business requirements – Infor CRM receives top scores vs. 80 CRM competitors, ClientLogix adapts Infor CRM for Financial Services