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Satisfying the Demands of the Next Generation of Clients

Asset, portfolio and wealth managers know the tools they need to remain competitive: a real-time aggregate view of a customer’s assets and alloc...

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Articles from CRM

Pivotal CRM: The Hub of the Brokerage Platform

Most wealth management firms offer a wide range of products and services, the provision of which requires a host of middle- and back-office applications. Unfortunately, as a firm’s technology tools multiply, the complexity of its information infrastructure intensifies, and it becomes increasingly difficult to aggregate this information meaningfully to perform everyday business activities.

The Holy Grail for wealth management firms is to provide a truly holistic client view that enables financial advisors to make strong short- and long-term financial recommendations for their clients. But to achieve this, financial advisors need to be able to leverage a single wealth management information platform to get streamlined, rapid access to all important information about their client, without hunting through multiple applications.

CRM: Improving Customer Care Across the Enterprise

CRM’s Rebirth

Initially, CRM was viewed as a four-letter-word by some users who thought it would solve complex problems out-of-the-box. But the industry is now on a second or third generation of CRM. Companies, as the following examples show, have learned from experience. They are approaching the challenges more holistically, combining new technology with changes to business processes, and they are extending their approach to reach into a wider array of back-office systems while also creating more intuitive interfaces for users.