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Targeted CRM Solutions for the Institutional Asset Management Market

Published by: TowerGroup

Published: Dec. 6, 2002 - 16 Pages


Table of Contents



Vision


 


Business Drivers


 


Implications


 


The Past, Present, and Future of Institutional CRM Solutions


 


The CRM Requirements of Institutional Asset Managers


 


The Institutional CRM Solutions Market


 


Five Targeted CRM Solutions


 


Conclusion


 

Abstract

There is no silver bullet or magic pill to solve the client sales and relationship management needs of the institutional money management market. The disparate needs of sales, client service, and portfolio managers dictate that an optimal solution for one suboptimizes the solution for others.

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