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Client Relationship Management for Asset Managers

Source: CDC Software

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White Paper Description
With increased competition from a growing spectrum of alternative investments, expanding regulatory demands, and rising client expectations, asset managers face an onslaught of challenges in an already complex business. Client relationship management (CRM) technology can help mutual fund wholesalers and institutional asset managers address these core industry challenges and foster the relationships that form the bedrock of asset management.

Related Topic: Customer Relationship Management (CRM)

Related Industries: Management of Companies and Enterprises, Management, Scientific, and Technical Consulting Services, Finance and Insurance, Funds, Trusts, and Other Financial Vehicles

Related Keywords: Pivotal CRM, client relationship management, regulatory compliance, mobile connectivity, marketing automation, Pivotal, asset management sector, CRM, data integration, event management

Source: CDC Software


 

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