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Selecting the Right Buy-Side CRM
View an analysis of customizable vs. configurable buy-side CRMs to understand which might be right for your firm.
August 10, 2022
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View an analysis of customizable vs. configurable buy-side CRMs to understand which might be right for your firm.
Learn about the importance of cybersecurity in the asset management industry and ways to prevent cyberattacks.
An overview of asset management operational risks for 2022, with tips for cybersecurity, preventing data leaks and more.
Learn how CRM integration can improve efficiency and ROI, and discover tips for proper implementation of your program.
Success in asset management depends on CRM tools that foster firm-wide collaboration and provide a broader view of client relationships.
We speak with many investment professionals who share their frustrations with their current CRM solution. Often the incumbent is a big-name provider (hint: “the Force is with you”). They are frustrated because their CRM does not deliver the promised productivity.
A secure investor portal, if effective, can help streamline your asset management firm. Learn which features to analyze prior to choosing a software for your firm.
Sadly, companies don’t learn from their mistakes. In 2014 Success Accelerators and C5 Insight found that over one-third of CRM projects were still failing and that some companies had experienced 2 or 3 successive failures. So, how do you avoid these failures?
281.1 billion emails are sent every day. That is nearly 38 emails for every person on the planet. More than half of them are spam and some contain malware. Email is the least efficient way to inform investors about new products or about changes at your firm.
“Build it, and they will come…” – Bill Durham/Field of Dreams. Has your company implemented an investor portal only to find out that your investors don’t log in? Is a “failure to launch” proof investors are not interested in using a portal?
