Customer Relationship Management (68 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...
  • 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...
  • Copp Clark Limited

    Holiday reference data and print products for financial markets.
    COPP CLARK 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 integrity by...
  • 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...
  • Ipreo

    Ipreo is a leading global provider of high quality data, expert insight, and productivity solutions to Investment Banking and Corporate clients. With decades of experience serving the capital markets, a reputation for superior customer service and a commitment to creating technologies that...
  • ITS Alliances, Inc.

    ITS Alliances, Inc.is a technology services company and healthcare managed compliance provider. Our core services include: HIPAA Compliance Services, Software design & development and outsourcing software application development. As a full-service firm, we offer Internet hosting, content...
  • 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...
  • Netage Solutions, Inc.

    Netage Solutions has been a leading provider of industry-specific CRM software and online reporting systems for the alternative assets industry since 1998, building a client base that includes private equity and venture capital firms, hedge funds, real estate investment firms, funds of funds,...
  • Scherrer Resources, Inc.

    Advisor's Ally: Advisor's Ally- Practice Management Software for Fee-Based Advisors. Advisor's Ally enhances the productivity of the global investment professional by providing a superior workflow solution, combining distinctive CRM technology, content, and unmatched service to improve practice management in...
  • EMC Document Sciences

    EMC Document Sciences xPression: The award-winning EMC® Document Sciences® xPression® customer communications management solution enables the creation, production and multi-channel delivery of personalized customer communications in both real-time and high-volume batch. Leading insurers and financial services firms worldwide...