The Role of CRM in Wealth Management

Most firms primarily use a client relationship management (CRM) system to manage their relationships and interactions with clients and prospects. However, the adaptability of a CRM system's underlying technology allows it to extend and accomplish other tasks and functionality ─ all aimed at deepening a firm's understanding of a client, known as the "360-degree customer view." This research examines the vendor landscape and addresses member challenges, best practices, and the technologies used to manage relationship data from the perspective of wealth management users. Our report includes detailed product assessments and summaries of more than a dozen vendors.

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