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Articles tagged "CRM"


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Yaela Shamberg: The majority of CRM systems available on the market are basically only sales pipeline management tools, and they do a poor job at that.

InvestCloud turns nine, claims gobsmacking $2T of AUA ( not even counting $50B AUA clients) but seeks more RIAs by exploiting perceived Salesforce shortcomings

The LA-based aging start-up means to meld social media data with spreadsheet data in CRM cloud in way that leapfrogs many RIA offerings -- at least as part of its suite

December 4, 2019 at 11:26 PM

Abby Salameh: Joe was seriously stressed-out.

5 ways for stressed-out advisors to build a more efficient practice

Delegate, streamline, lean on your CRM, leverage resources, go mobile or tap the untried talents of your receptionist -- all ways to do more of what you love to do

May 4, 2012 at 2:22 AM

Greg Friedman: We are researching this as we speak and thinking about how we want to work with this relative to Junxure and our future Cloud product.

As advisors flunk social media 101, CRM makers are starting to pick up the slack

Salesforce, Junxure, and other CRM companies look to tap the rich vein of information on Facebook

September 14, 2011 at 5:51 AM

Steve Ambuul: One of the things I'm doing right now is making sure that we can get data feeds from Orion, AssetBook, and other competitors of ours.

Ebix may hit a CRM sweet spot for some RIAs

The strategic acquirer bought its way into wealth management CRM in 2009 but the 'rollup' label helped depress the company's shares

August 4, 2011 at 6:20 AM

John Philpott: We think we have a pretty unique value proposition with the single consolidated platform and single consolidated database

Interactive Advisory Software joins the horse race with VC funding, a new look, and new CEO

The updated user interface was built on the same technology at Gmail and it shows

July 12, 2011 at 3:14 PM

Brian McLaughlin: We have nice new Nissans.

Review: How Redtail got hot fast among RIAs and how it plans to leapfrog itself

Brian McLaughlin's mindset includes: Technology, appealing pricing and bootstrapping growth

June 22, 2011 at 2:34 PM

Rich Gill: You may be biting off more than you can chew - or are willing to chew.

Purchasing too much technology has its own dangers for RIAs

The more sophisticated the system you buy, the more commitment and expertise it will require

May 24, 2011 at 2:00 PM

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