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
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.