Category Archives: Family Office

Marketing Automation Tips for Family Offices

Tips for effective marketing automation The Family Offices don’t seem to be the best candidates for marketing automation at first glance. Indeed, they…
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Marketing Automation

Marketing Automation & CRM Tips for Family Offices

    The Family Offices don't seem to be the best candidates for marketing automation at first glance. Indeed, they are generally small…
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Key benefits of a CRM solution for Family Offices

When a Family Office or a manager is working with an individual investor or that person's family, follow-up is an essential part of…
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Key Features of a Family Office CRM solution

An effective CRM Family Office is one that can help in the management of multifamily or single family investments through a secure and…
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