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,... Read More
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... Read More
By Customer Insight Group, Inc.
This in-house event, developed especially for your company, gets your entire team up to speed on the latest in social media options… benchmarks your readiness… and delves deep into the most effective ways to integrate social media into your CRM strategy. • Find out which social media tools... Read more »
By Customer Insight Group, Inc.
Social media is unlike any other communications medium your company has ever used. It has tremendous power to grab the hearts and minds of your customers. But to make it work, you need an experienced guide. Customer Insight Group’s Social Media Roadmap program gets your company up to speed,... Read more »
By Customer Insight Group, Inc.
At Customer Insight Group, we’ve developed and implemented successful loyalty programs for over 25 Fortune 500 Companies— programs that drive store traffic while building long-term customer relationships without emptying your pockets with markdowns. We employ an intensive process, the... Read more »