CRM

Being part of a large software organisation, it is interesting to see how the emerging technology propositions for wrap accounts differ quite radically in their approach. Several are putting forward a one-stop shop where all clients are captured onto...

Vantage, the wealth management and private client broker modular platform launched by Investmaster Limited is claiming to be the UK's first MiFID compliant solution of its kind.

My suspicions about the fate of the company that supplies our CRM system have been confirmed after a quick read of their last accounts (for the bargain price of £1 from the Companies House website).

Lenders which rely on specific risk-based product pricing business models may have no choice but to review their current IT systems.

IFAs could be missing out on business opportunities because providers are putting customer relationship management projects on hold to focus on IT spending essential to meet new regulatory requirements, suggests new research.