Today there are countless opportunities to leverage software integrations and gain increased efficiency, competitive advantages, lowered operating costs and more. SatuitSDX® Secure Data Exchange provides
Many asset management firms have adopted, or are considering adopting, an investor portal to streamline investor report delivery. Investor Portal software may be an add-on
While it may be tempting, delegating the responsibilities of CRM selection, implementation, and ongoing support to IT has its shortcomings. Technology is only one piece
You did it! You launched your investor portal. After months of hard work and testing, you’ve finally sent out the invitations to log in to
Achieving CRM success involves focusing on customer satisfaction, data management, operational efficiency, sales performance, and business growth. Download our infographic to uncover six ways to
If your company is involved in a CRM roll-out or if you are frustrated by the return on investment in your CRM, download this infographic
To utilize your CRM to its fullest potential, there are different benchmarks, strategies, and data points that each department should review. Use our CRM checklist
Download our infographic to explore six reasons why it’s beneficial to opt for an industry-specific CRM to give your business a competitive edge in a
Download our infographic to see what CRM maturity entails and the steps we use to unravel opportunities for client engagement and business growth. Download Asset
While it may be tempting, delegating the responsibilities of CRM selection, implementation, and ongoing support to IT has its shortcomings. Technology is only one piece of the puzzle; Asset Management firms need a strategy that fully supports the initiatives of the sales, marketing, client retention, and management teams.
