Check out the UNAPEN Newsletter – November 2017
FinServ CRM – Elevating the Client Experience & Driving Results
CyberSecurity – Online Shopping for Cyber Monday & December Holidays
CRM Case Study – Lord Abbett Gains a Sales Edge with Infor Sales Intelligence for CRM
On-Demand Demo – Marketo Marketing Automation for Infor CRM
CyberSecurity – Netflix Users Beware
Monthly Trivia Question – How Did Thanksgiving Become a National Holiday?
Tag: Financial Services 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.
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