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Wealth Management Firms Choose CRM to Improve Productivity and Client Service
sponsored by Microsoft
 | White Paper: | Posted: 25 Aug 2009
| | Published: | 25 Aug 2009 | |
Summary: |
To more clearly understand how wealth management firms are using Microsoft Dynamics CRM, Microsoft turned to IT advisory firm Mainstay Partners for an independent assessment. Mainstay Partners interviewed a number of firms to identify the measurable benefits they have achieved through deploying Microsoft Dynamics CRM.
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Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools
sponsored by Pivotal CRM, a CDC Software solution
| White Paper: | Posted: 20 Feb 2009
| | Published: | 20 Feb 2009 | |
Summary: |
In this white paper, learn how wealth management firms can use client relationship management (CRM) strategies and technology to build relationships as trusted advisors, maximize share of wallet, and increase productivity.
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SEE: Related Topics