Learn How Top Wealth Management Firms Are Overcoming CRM Systems "Shortcomings" and Improving Performance at the Same Time


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Source: Crowe Horwath
Date: February 2011
Type: White Paper
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Overview: After years of disappointment with customer relationship management (CRM) systems, some top wealth management firms are taking a fresh look at the technology – and discovering a fresh approach that allows them to finally achieve the powerful advantages CRM has long promised.

Find out what these industry leaders have learned by downloading this valuable new briefing paper – “CRM for Wealth Management: New Challenges – and a New Approach – Offer the Opportunity for Substantial Returns.” What you’ll discover is a CRM approach that actually strengthens, rather than jeopardizes, the valuable personal relationships that are so essential to a wealth management firm’s success.

In addition to spelling out the six critical objectives CRM must meet in a wealth management environment, the paper also points out 12 specific capabilities your CRM system should offer to enable you to achieve more personalized service, higher customer retention, higher productivity, and – above all – improved profitability.

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