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Customer Relationship Management

List of Customer Relationship Management companies and vendors. Research and review Customer Relationship Management.
 
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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...
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Integrated CRM Advent Portfolio Exchange®
Advent Portfolio Exchange is an end-to-end solution integrating all phases of the investment management process - CRM, portfolio management, performance analytics, accounting, reporting and marketing. Advent Portfolio Exchange enables superior client service by giving users the...
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Customer Relationship Management for Customer-Driven Companies
Pivotal CRM for Mutual Fund Wholesaling: To compete in today's crowded market, you need to be strategic about resource allocation and take a strategic approach to managing broker-dealer channels. To achieve this, you need better insight into broker relationships and profitability. CDC Pivotal CRM for Mutual Fund...
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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...
Croesus Finansoft
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...
Copp Clark Limited
Copp Clark is the authoritative source for information on holiday observances affecting world financial markets. Our products and services ensure appropriate value dates and enhance transactional integrity in financial operations facilities and back offices around the world. Our...
CGI
At CGI, we’re in the business of satisfying clients by helping them win and grow. For more than 35 years, we’ve operated upon the principles of sharing in clients’ challenges and delivering quality services to address them. As a leading IT and business process services provider, CGI...
WorkWise, LLC
WorkWise, LLC is a solution provider of the RB-ERP manufacturing system and OnContact CRM solutions (www.oncontact.com), offering a full range of services, including Customer Support, Consulting, and Technical and Integration Services. RB-ERP® offers make-to-order, repetitive and...
Jiway
Jiway is a limited company created in 2003 under the law of Grand Duchy of Luxembourg. Jiway has a long expertise within the financial industry, especially in the field of top quality Client Reporting as well as reliable Data Collection and efficient Client Relationship Management....
Odyssey Financial Technologies
Triple A Plus™ : Triple'A Plus™ is the leading Private Banking Platform. It incorporates the best practices adopted by the leading international financial institutions that specialize in wealth management solutions for high net worth and ultra high net worth individual clients. Triple’A Plus’s unique...
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