Category Archives: Hedge Fund

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What is CRM wealth management?

Want to increase your firm's wealth management productivity? Fortunately, there are a number of useful tools for financial advisors, some traditional and some…
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How to choose the best type of CRM for your business?

Using a customer relationship management (CRM) system is an effective solution for any business. But of all the different types of CRM, which…
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Inbound Marketing for Financial Services

Inbound Marketing Tips for Financial Services

Inbound marketing is a marketing strategy that focuses on the customer or prospect. This implies that companies that practice inbound marketing place a…
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Customer Onboarding for Financial Services

Customer Onboarding for Financial Services

Customer onboarding is essential for many companies, especially in financial services. With financial services, relationships are key. So, starting with exceptional client onboarding…
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CRM Hedge Fund: Better engage your investors with personalized Marketing

Benefit N ° 3 – CRM Hedge Fund: Better engage your investors with personalized Marketing

Align Marketing and Sale to retain and gain more customers Fund marketing is a reality today. The automation of these processes helps to…
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CRM Hedge Fund: Get a 360° view of your investors

Benefit N ° 3 – CRM Hedge Fund: Get a 360° view of your investors

How can you achieve a 360° view? A 360-degree view of a customer is a collection of all your customer data in one…
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CRM Hedge Fund: Quality customer follow-up

Benefit N ° 1 – CRM Hedge Fund: Quality customer follow-up

Collect and organize data relating to customer interactions A quality customer follow-up is important to improve the customer experience. In other words, a…
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Why CRM is a “must-have” for Hedge Funds?

Key features of the CRM hedge Fund Currently, the Hedge Fund industry is in a state of change. The hedge fund industry is…
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Why Hedge Funds are moving to the Cloud?

Those familiar with Hedge Funds are well aware of the change in recent years. To be sure, the move to the cloud has…
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