CRM for Wealth Management: Approaching Total Practice Management

June 20, 2011

In the post-crisis era of risk aversion and demands for transparency, financial advisors face greater competition for client business and new investors. More than ever, firms need to arm advisors with the tools for managing increased client activities that will enhance their levels of service.

Download Aite Group’s report on CRM for Wealth Management for a comprehensive look at how CRM enables wealth management firms successfully vie for investment dollars by delivering on client demands. Learn how today’s CRM establishes a strong fit with process and gain insight into best-in-class solutions.

In this report, you’ll discover how CRM delivers value in the Wealth Management industry through:

  • Greater integration with other wealth management applications
  • New functionality that ensures optimal fit with your processes 
  • Flexibility and customization that drives user adoption 
  • Analysis capabilities that provide deeper insights into client relationships
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