Customer Relationship Management (69 companies found)

Compare and research Customer Relationship Management CRM companies and businesses online.

  • Advent Software

    Integrated CRM Advent Portfolio Exchange®
    Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from...
  • Copp Clark Limited

    Holiday reference data and print products for financial markets.
    COPP CLARK LIMITED is the authoritative source for holiday reference data relating to global financial markets. In today’s fast-paced markets, reliable and accurate holiday data is an essential component of any financial system. COPP CLARK’s products and services enhance transactional...
  • INDATA

    Precision Trading. Reducing Costs For Buy-side Firms.
    Web-Enabled CRM: iPM Connect is an innovative platform that integrates CRM, Research Management, Portfolio Management and reporting tools into one customizable, iPad compatible interface via the cloud. For CRM, iPM Connect contains a complete range of functionalities including those that are typically only...
  • Tier1CRM Inc

    Tier1ACE for Capital Markets is a specialized on-demand (SaaS) CRM product for equities / debt capital markets – including List management, a Roadshow Marketing Calendar, Interest & Holding tracking, Research Preferences, Conference Management, telephony and access to 200,000 buy-side owners via...
  • Centrifuge Systems, Inc.

    Customer Relationship Management : Customer retention continues to be at the front line for most businesses today. Buyers are presented with an endless stream of products and channels through which they can buy. As a result, it is easier than ever for a customer to churn. Most businesses struggle to increase customer loyalty...
  • UNAPEN, Inc.

    ClientLogix - Client Relationship Management (CRM): ClientLogix integrates your portfolio accounting data and other critical information from in-house spreadsheets or databases and third party systems to create a business intelligence platform designed for financial services.
  • Croesus

    CRM: The CROESUS CRM system enables financial professionals to improve client communications and client satisfaction. Fully integrated into the portfolio management system, the CRM system offers the following features: mass mailing and emailing functionalities, simplified sharing of data within the...
  • NexJ Systems Inc.

    NexJ Contact for Finance: NexJ Contact for Finance helps advisors save time and make more money. Providing a comprehensive customer view (single view), NexJ's enterprise CRM solution allows agents to attract new clients, drive loyalty and increase share of wallet and assets under management. With unique financial...
  • Customer Insight Group, Inc.

    Loyalty Program Audit: Times have changed, the economy has changed, and your competition is barking at your heels. Your program, which worked so well at the beginning, may be losing its luster. Customer Insight Group’s Loyalty Audit puts your program back on track. It’s a detailed review that puts more muscle into...
  • Concentrix Corporation

    Modernize. Consolidate. Transform. Opt for customer-focused, digital-age insurance operations. Realize enhanced revenue streams with faster product launches. Access real-time product and operational performance metrics. Offer omni-channel communication with policyholders and agents. Turn to...