WealthTech Cookbook: CRM Software Overview

On WealthTech Club, we explore the realm of CRM software, a business-management component that helps firms handle their day-to-day operations on the customer front and analyze their relationships with clients in great detail.

To begin, we will explore the current offerings on the market and provide an overview of the most popular solutions. We will then tap into the innovative approaches that next-generation wealth-management products might employ, and the drivers powering the changes.

Read the full article on WealthTech Club.