Customer Relationship Management Compare 48 Companies

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

INDATA

iPM-Intelligent Portfolio Mgmt

www.indataipm.com

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,...

CGI

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.

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.

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...
Learn more about Pivotal CRM for Mutual Fund Wholesaling

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

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.

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...
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Backstop is a software that helps hedge funds, funds of funds, and family offices; provides tools for portfolio management, client relationship management, investor account management, and reporting, are integrated into one easy-to-use package.

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...
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