White Paper: Hunting & Farming –Two Client Relationship Imperatives for Investment Managers

July 17, 2012

"Hunting & Farming: Two Client Relationship Imperatives for Investment Managers" delves into the equally critical tasks of your company's "hunters" and "farmers". In a few brief pages we will explore how the right client relationship management (CRM) strategy can support your firm in excelling on both fronts, increasing both top-line and bottom-line revenues.

In this white paper, you'll learn:

  • Why new business acquisition (hunting) and client retention (farming) are both essential for investment management
  • How systematic approaches can help you develop a competitive edge
  • How CRM solutions tailored to supporting hunting and farming in investment management can help your firm excel

Read the paper today and start refining your hunting and farming strategies.

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