Growing your AUM is the goal, but growth creates operational complexity that can undermine the investor relationships that drove the growth in the first place.
Most investment firms don’t realize they’ve outgrown their CRM until the problems are serious. These five warning signs tell you it’s time to upgrade before
Microsoft Dynamics 365 is a serious enterprise platform. It integrates deeply with the Microsoft ecosystem, Teams, Outlook, SharePoint, Azure, and for organizations already running Microsoft
Buying a CRM for an investment management firm is not like buying a CRM for any other industry. The terminology is different, the workflows are
Choosing a CRM for an investment management firm is a significant decision. The platform will touch every client-facing team in the firm, sales, client service,
The General Data Protection Regulation has been in force since 2018, but many investment management firms continue to manage GDPR obligations through a combination of
Private equity firms operate at a unique intersection of complexity. On one side, they are investment organizations that must source, evaluate, and manage portfolio companies.
When an investment management firm decides it is time to upgrade its CRM, Salesforce usually appears on the shortlist. It is the world’s most recognized
For most wealth managers, the next growth opportunity isn’t in a new market or an untapped demographic, it’s already inside your CRM. It’s in the
The best client conversations don’t happen by accident. They happen when an advisor walks into a meeting, or picks up the phone, with a complete,