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Key benefits of a CRM for Private Equity

As a Private Equity professional, you have specific business processes related to the preparation, fundraising and investor relations monitoring of this fund. A…
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Why CRM is a “must-have” for Hedge Funds?

Currently, the Hedge Fund Industry is in a state of change where today's industry field is becoming extremely complex, regulated, and more competitive.…
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3 keys to a successful Marketing Automation strategy for Asset Managers

Seducing investors, for investment funds is not an easy task. And Internet and social networks have upset the expectations and behaviors of the…
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Key benefits of a CRM solution for Family Offices

When a Family Office or a manager is working with an individual investor or that person's family, follow-up is an essential part of…
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