Customer Relationship Management (61 companies found)

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

  • Precision Trading. Reducing Costs For Buy-side Firms.
    INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA’s iPM Portfolio Architect AI is the investment industry’s first portfolio construction, modeling,...
  • 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...
  • CGI features the leading Rating solution (Ratabase) and the only integrated, best of breed Insurance Suite solution (Insurance Fusion360) enabling our customers to achieve unparalleled efficiency and productivity.
  • 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 Wholesaling is an...
  • GoldMine Voice: No matter how much technology progresses, some business is still best handled over the phone. But what if your phone calls could be seamlessly integrated with intelligent communications tools and with your client and customer data? Enter GoldMine Voice Solutions, your comprehensive...
  • 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 mixed-mode...
  • FIS is a global leader in financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk and compliance, consulting and outsourcing solutions. Through the depth and breadth of our solutions portfolio, global capabilities and domain...
  • BMC offers modern IT with software, solutions, and services to help you run your business as you reinvent it.
  • The Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access.
  • 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...