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WHITE PAPER: Posted: 25 Aug 2009 | Published: 25 Aug 2009
To more clearly understand how wealth management firms are using Microsoft Dynamics CRM, Microsoft turned to IT advisory firm Mainstay Partners for an independent assessment. Mainstay Partners interviewed a number of firms to identify the measurable benefits they have achieved through deploying Microsoft Dynamics CRM.
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by Microsoft 
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WHITE PAPER: Posted: 20 Feb 2009 | Published: 20 Feb 2009
In this white paper, learn how wealth management firms can use client relationship management (CRM) strategies and technology to build relationships as trusted advisors, maximize share of wallet, and increase productivity.
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by Pivotal CRM, a CDC Software solution 
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SEE: 