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FICO Scales with Oracle Cloud

FICO Scales with Oracle Cloud

Doug Clare, Vice President at FICO, describes how Oracle...

Is Your Enterprise IT the Best It Can Be?

Is Your Enterprise IT the Best It Can Be?

Enterprise IT is a driver of the global economy....

The IoT Imperative for Consumer Industries

The IoT Imperative for Consumer Industries

This IDC white paper examines current and future...

How to align your visual brand guidelines and create consistently on-brand content

How to align your visual brand guidelines and create consistently on-brand content

In this ebook, we’ll explore the various themes leading...

Your B2B Content Strategy in 2017: How To Think Like A Movie Studio + 6 Other Tactics

Your B2B Content Strategy in 2017: How To Think Like A Movie Studio + 6 Other Tactics

Jon Lombardo, Creative Lead, LinkedIn, reveals in this presentation...

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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