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Category Archives: CRM Asset Management

What are the key benefits of a CRM solution for Private Equity Firms?

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” 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 Hedge Funds

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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What are the key benefits of a CRM solution for Family Office?

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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How Blockchain will change the Financial Service industry?

Defining the blockchain without discouraging its listener from being interested in it is a difficult exercise, but it can be characterized as a…
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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 challenges of AI 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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What are the real 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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