Inside the Briefcase

The 5 Most Common Application Bottlenecks

The 5 Most Common Application Bottlenecks

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How Machine Learning Helps Improve the Security Industry

How Machine Learning Helps Improve the Security Industry

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Transformation on a Global Scale

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IT Briefcase Exclusive Interview: As Container Adoption Swells, So Do Security Concerns

IT Briefcase Exclusive Interview: As Container Adoption Swells, So Do Security Concerns

Fei Huang, NeuVector
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6 Marketing Strategies for Your Small Business

6 Marketing Strategies for Your Small Business

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Aite Group Report: CRM Software Industry Wins RIA Respect — And Dollars

April 27, 2011 No Comments

Wealth management firms increasingly are adopting CRM software, spending more on it and using it for much more than just tracking business contacts, says a new report by Aite Group that also identifies the best-in-breed software for different-sized firms.

About 61% of the independent advisors that Aite Group surveyed use CRM software, relying on it for triggering reminders of all sorts of tasks, particularly during the intake of new clients. It’s becoming a crucial component of an advisor’s software package.

Read more of this blog post here

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