Vendors
日本語
search
  2. //
  3. Reports & insights
  4. //
  5. CRM Differentiators in the RIA Market

CRM Differentiators in the RIA Market

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
27 March 2023
Ashley Longabaugh

This video highlights key facts about the RIA market and their preferences for CRM technology. In which areas can CRM providers differentiate themselves to capture this growing segment of the wealth management market?

The video is linked to the following reports:

CRM: Capturing the Hearts and Wallets of the RIA Market: Using CRM to Differentiate the Client Experience

CRM: The CEO of the Client-Advisor Journey: Achieving Client-Centricity through the Integration of Expanded Data Sources

Access More