CRM for Financial Services Podcast

March 28, 2011

Jason Rushforth, General Manager of Financial Services with CDC Software discusses the different CRM needs of various financial services business models. On the surface, it appears as though there should be a single CRM solution to help firms become more client-centric. On closer observation, however, a more tailored solution is required.

During this 7-minute podcast, Jason Rushforth, General Manager of Financial Services at CDC Software outlines the different CRM requirements of several financial service models.

Find out:

  • Why each “micro-vertical” in financial services has its own CRM requirements
  • The importance of the data model in supporting firm, mutual fund wholesaling in particular
  • CDC Software’s unique approach to developing CRM solutions by sub industry
(2.7MB)
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