7 Things you wished you had known before making your CRM choice

7 Things you wished you had known before making your CRM choice

Apr 1, 2015
by Indy Sarker

Traditional client engagement and servicing models in the broker-dealer industry are increasingly under attack. Technology has a role to play to align broker-dealers more closely with their clients’ needs and aspirations. However, there is lot more to the challenge than merely implementing the right technology.

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