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.
Tag: Family Office CRM
Check out the March 2017 UNAPEN Newsletter!
Check out the February 2017 UNAPEN Newsletter!
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