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CRM: Capturing the Hearts and Wallets of the RIA Market: Using CRM to Differentiate the Client Experience

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27 February 2023
Ashley Longabaugh

Abstract

CRM: Capturing the Hearts and Wallets of the RIA Market: Using CRM to Differentiate the Client Experience addresses the fast-growing RIA market and the opportunity that exists for CRM providers to capture this segment of the wealth management industry. CRM platforms, which have evolved as a result of modern technologies facilitating data-driven workflows and the execution of client-centric strategies, are vying for RIA market share.

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