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Defining the CRM Challenges and Requirements of Retail Investment Management Distributors

Published by: TowerGroup

Published: Nov. 19, 2002 - 12 Pages

Abstract

Despite cost constraints across the investment management industry and the perceived lack of successful CRM implementations in financial services, CRM remains a top priority for investment management firms. The more competitive environment, lower profit margins, the race to cross-sell and gather assets, as well as the unending search for the CRM Holy Grail are driving this prioritization.

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