CRM in Financial Services – Grow Assets without Increasing Staff

April 5, 2017 David Gemma

CRM for Investment Advisors, Wealth Mgrs, & Family Offices

Grow Assets, Not Overhead

New eBook | Read it now ›

Better Client Service for More Clients with the Same Staff

15 years of providing CRM solutions integrated with Portfolio Accounting & Trading systems has taught us a lot of valuable lessons, interesting that many lessons are industry-independent... it's all about understanding the culture and optimizing the operational workflow within the firm that tends to drive user adoption, and ultimately, efficiency and value.

As you consider a CRM solution, it’s important to ask a key question: Are you on the right path to CRM success?

To get your copy of Make CRM stick: Ways to increase CRM adoption in your organization, click here.