UNAPEN’s Joan Walker talks about the difference between CRM and Change Risk Mgmt for asset mgrs in Financial Services.
Tag: SMA managers
Wrap/SMA managers are often disappointed with CRM options, ClientLogix is tailored for these managers.
UNAPEN’s Joan Walker talks about the difference between CRM and Change Risk Mgmt for asset mgrs in Financial Services.
Wrap/SMA managers are often disappointed with CRM options, ClientLogix is tailored for these managers.