Why Commonwealth Financial dumped Microsoft CRM and where the decision's go-it-alone hazards lie
At stake is what many consider the advisor nerve center of the Waltham, Mass.-based broker-dealer
361 Capital has eight-year asset rise from $100 million to $1.7 billion then makes two people moves after net inflows slow to trickle
The liquid alts provider is a beneficiary of referrals from Lovell Minnick, which owns a stake, but will need to apply 'elbow grease' to marketing to keep pace with redemptions and the law of large numbers
November 27, 2018 at 6:10 PM
Outsourcer, CRM Software, Tech: Other
Top Executive: Ted Tsung
One day CRM vendors will see the importance of prudent process in streamlining cost, enhancing the advisors value proposition and being the driving force of the advisor’s professional standing. CRM is an excellent utility but pales in significance to the advisors ability to actually render advice.