CRM for Wealth Management

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24 September 2012
Isabella Fonseca
We are currently working on a research report focusing on the CRM vendors for wealth management. While we had covered CRM throughout our research topics, there had not been a report focusing on the actual providers of this technology. It has been quite an interesting journey to find out the developments in this market. While CRM is an old term, still focusing on sales, customer service, and marketing automation, it has definitely been redesigned to serve the wealth management industry. It is not only basic customer information, but also financial data, client reporting, social media, and more. It is becoming a dashboard for advisors to keep track of all customer interactions, documents, and access to a firm's multiple third party systems. So it seems that CRM systems will be the first point where an advisor will go to when they log in the morning. But how can firms know which system is better for them? There are plenty of CRM vendors out there to choose from. There are horizontal vendors, there are financial services focused vendors, there are also those that provide client portals for client access... so lot's of choices out there. Stay tuned for our research where we will compare and contrast a number of specialized CRM vendors for the wealth management industry.

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Asia-Pacific, EMEA, LATAM, North America