UBM: TECH DIGITAL RESOURCE LIBRARY

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

Feb 25, 2011

Download 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.


Whitepaper