Institutional & wealth managers, hedge funds & family offices fall into 3 categories of data maturity, see how they gain an edge against their peers.
Tag: Sales
What’s a UNAPEN? Strategic Consulting, IT Services and Software Solutions for investment management firms.
Advisors using ClientLogix are poised to not only weather the current market turmoil with higher client retention rates, but also are aggressively acquiring new clients because they are able to provide superior client service and relationship management with less effort.