Ranking the Vendors of Wealth Management Technology 2002: Client Prospecting & Sales
| Boston, MA, USA Milan, Italy October 31, 2002 |
In the third of a four-part series on wealth management technology, Celent Communications ranks the top client prospecting and sales software vendors in the North American and European market segments.
In the new 43-page report, , Celent Communications analyzes the solutions of 8 leading vendors and ranks them based on the following criteria: depth of planning modules, customer management functionality, advisor administration and support tools, customer support features, proven solution, usability, administrative capabilities, market segments covered, and deployment method. Based on information from questionnaires, interviews and product demos, as well as client references, we have determined the top vendors below.
Top Wealth Management Vendors: Client Prospecting and Sales
Source: Celent Communications
of Celent Communications' Retail Banking,Retail Securities and Investments and Life/ Health Insurance research services can download the report electronically by clicking on the icon to the left.