Accelerating Wealth Management Through CRM Technology via @AiteGroup | Truth in IT: Enterprise Tech via Video

Join Aite Group senior analyst Isabella Fonseca for an insightful webinar that will highlight some of the key findings from her recent report, Next-Era Wealth Management CRM. Some of the topics will include primary pain points faced by FIs when it come...

isabella, fonseca, crm, wealth, management, aite, group, technology, fintech, customer, relations

Accelerating Wealth Management Through CRM Technology via @AiteGroup

Published by: Ekovox
Date: 10/19/2017
Views: 319
Report Favorite
Embed

Join Aite Group senior analyst Isabella Fonseca for an insightful webinar that will highlight some of the key findings from her recent report, Next-Era Wealth Management CRM. Some of the topics will include primary pain points faced by FIs when it comes to CRM spending, the challenges they face while building a better customer experience, and what the CRM technology landscape looks like.

Tags: