Just because your firm is successful doesn't mean there's no room to grow. That's what the Senior VP of Sales and Marketing Technology of a [...]
What happens when the software you depend on for so many business-critical functions can’t address a crucial need? You might think your only options are: [...]
Data packs. Data lakes. Data warehouses. You are probably hearing terms like this lately, followed by someone telling you that your asset management firm needs [...]
Your firm is gearing up to replace or upgrade the software you use to manage business your asset management, wealth management, private equity, insurance or other financial [...]
Asset Management Transformation Series: How Firms are Rebooting Sales and Service (HINT: It’s Much More than CRM) Most technology suites are not able to fill [...]
Asset Management Transformation Series: How Firms are Rebooting Sales and Service (HINT: It’s Much More than CRM) The challenges faced by asset management firms on [...]
Asset Management Transformation Series: How Firms are Rebooting Sales and Service (HINT: It’s Much More than CRM) Sales targeting. Trade resolution. Getting the data you [...]