Transitioning data and configuring new technology have been named the two greatest difficulties when switching customer relationship management software, according to research conducted by Jigsaw Tree.
The business support firm asked 33 adviser firms about the issues they face by transitioning or changing customer relationship management (CRM) technology. While data transitioning and configuring the...
Scope for change post-Brexit
To tackle liquidity issues
More than £100m in pipeline
DB data published last week
'Heavily influenced by Morningstar'