Financial Services & Technology News
Google Study – Laziness Leading to Data Breach
Solution – ClientLogix CRM for HNWI, INSTIT, SMA/UMA
Technology – Microsoft Announces End-of-Life on Product Lines
Breach Report – Baseball Hall of Fame
Learning – Defend Your Digital Self Against Phishing Attacks/Scams
Tip – How to Make All Employees a Critical Line in Cyber Defense
Tip – Reducing the Risk of Data Exposure for Traveling Employees Accessing Public Wi-Fi
Monthly Trivia Question – 900 Million People Flew Last Year, Which Airline Came Out on Top?
Tag: Institutional 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.
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.