7 Things you wished you had known before making your CRM choice
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7 Things you wished you had known before making your CRM choice

Traditional client engagement and servicing models in the broker-dealer industry are increasingly under attack. Technology has a role to play to align broker-dealers more closely with their clients’ needs and aspirations. However, there is lot more to the challenge than merely implementing the right technology. It is well known that CRM initiatives have a high...

The “Unbundled” Model – As a broker-dealer is your CRM ready for the challenge?
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The “Unbundled” Model – As a broker-dealer is your CRM ready for the challenge?

Institutional stock brokers globally are facing significant business transformation pressures from the market place, driven by economics, technology and regulatory change. Their customers want more transparency in their commission payments (“unbundling”) while turning more selective in their service needs from broker-dealers. We believe a traditional CRM approach will fail to deliver the necessary results to...