In the face of changing demographics and industry disruption, asset managers need to embrace technology to innovate and take advantage of new opportunities. Perhaps no other market illustrates these changes, or the need for new technology, than the European asset management market.
The change that comes with a new CRM program is neither easy nor fun. Effectively managing this change, and setting up your new program for success along the way, requires commitment from your leadership team.
Many financial institutions debate whether or not to put all of their business units on the same Salesforce org. Each side has compelling arguments, but in the case of referrals, a single org comes out on top. Here’s why.
Behind every tactical initiative should lie a strategic objective. Yet all too often teams struggle to connect those dots. Having a clear strategy can help. Here’s what that often looks like when it comes to service management projects.