Blog & News
Protecting Against Asset Management Operational Risks
An overview of asset management operational risks for 2022, with tips for cybersecurity, preventing data leaks and more.
March 29, 2022
Category: Thought Leadership
Blog & News
CRM Integration for Asset and Wealth Management: Increasing Efficiency and ROI
Learn how CRM integration can improve efficiency and ROI, and discover tips for proper implementation of your program.
February 21, 2022
Thought Leadership
Why Choosing an Industry Specific CRM Matters for Asset Management Client Success
Success in asset management depends on CRM tools that foster firm-wide collaboration and provide a broader view of client relationships.
November 17, 2021
Thought Leadership
CRM Adoption: Why Isn’t Your Software Being Used?
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.
May 17, 2021
Thought Leadership
What to Look for in Investor Portal Solutions
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.
April 8, 2021
Thought Leadership
Why Do CRM Projects Fail?
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?
March 29, 2021
Thought Leadership
Investor Relations Software: All You Need to Know
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.
March 14, 2021
Thought Leadership
Driving Investor Engagement
“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?
February 21, 2021
Thought Leadership
CRM Efficiency in Asset Management
Learn which features lead to CRM efficiency for asset management firms, so you can select a software that is right for you.
January 31, 2021
Thought Leadership
Investor Reporting Software | Convenience, Simplicity, Easy Access
Most investors seek convenience, simplicity, and easy access (CSE). For traditional financial assets, CSE means daily, weekly, or monthly electronic updates on their investment market values, losses/gains. It means not having to make phone calls to get forms.
January 6, 2021
