Accelerating Wealth Management Through CRM Technology

Published by: Ekovox
Date: 10/19/2017
Views: 386

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.