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Defining the CRM Challenges and Requirements of Retail Investment Management Distributors

Product Type: Market Research Report
Published by: TowerGroup
Published: November 2002
Product Code: R301-0263
Description
Despite cost constraints across the investment management industry and the perceived lack of successful CRM implementations in financial services, CRM remains a top priority for investment management firms. The more competitive environment, lower profit margins, the race to cross-sell and gather assets, as well as the unending search for the CRM Holy Grail are driving this prioritization.
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