Wealth Management White Papers

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Dec 3, 2009

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Wealth Management
ALSO CALLED: Money Management, Investment Management DEFINITION: The process of managing money, including investments, budgeting, banking, and taxes.
Wealth Management White Papers (View All Report Types)
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Wealth Management Firms Choose CRM to Improve Productivity and Client Service sponsored by Microsoft WHITE PAPER: To more clearly understand how wealth management firms are using Microsoft Dynamics CRM, Microsoft turned to IT advisory firm Mainstay Partners for an independent assessment. Mainstay Partners interviewed a number of firms to identify the measurable benefits they have achieved through deploying Microsoft Dynamics CRM. Posted: 25 Aug 2009 \| Published: 25 Aug 2009 TOPICS: CRM \| CRM Software \| Customer Data Integration \| Customer Data Management \| Customer Profiles \| Customer Service \| Microsoft Outlook \| Wealth Management

Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools sponsored by Pivotal CRM, a CDC Software solution WHITE PAPER: In this white paper, learn how wealth management firms can use client relationship management (CRM) strategies and technology to build relationships as trusted advisors, maximize share of wallet, and increase productivity. Posted: 20 Feb 2009 \| Published: 20 Feb 2009 TOPICS: Best Practices \| CRM \| CRM Best Practices \| Financial Reporting \| Financial Statements \| Financing \| Investments \| Productivity \| QOS \| Wealth Management

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