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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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Why a CRM solution is a “must-have” for Banks today?

Many leading banks are pouring tremendous resources into transforming the customer experience, often with mixed results. These include, among other things, a consistent…
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What are the AI challenges in the Financial Services?

Banks are gradually seizing artificial intelligence (AI) technologies as a way to reinvent themselves as digitization transforms their relationship with customers. Launching a…
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Key benefits of a CRM solution for Merge & Acquisition Firms

An innovative and robust CRM solution can help to manage a M&A firm better through best practices, process flows, and consolidating data into…
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Key Benefits of a CRM Private Equities

More and more private equity companies are making use of CRM Private Equities. It is a very useful platform that combines fundraising, relationships…
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Key Features of a Family Office CRM solution

An effective CRM Family Office is one that can help in the management of multifamily or single family investments through a secure and…
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Key Features of a M&A CRM Solution

Salesforce is an accelerator for IT or business leader whose business is aggressively growing through mergers & acquisitions. M&A and business value professionals…
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