The Role of the CRM for Asset Managers

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Asset managers today want solutions to establish the right data and tools to support and enable their sales, marketing, and service teams.

In this research, we discuss the trends in asset managers' use of CRM systems and the challenges and best practices around managing institutional and intermediary client and prospect data. We also summarize and evaluate the CRM systems that are focused on the investment industry and widely used by Cutter member firms.

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