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  5. レポート要約ビデオ：CRMソリューションの状況： ウェルスマネジャーの成長と効率性の向上

レポート要約ビデオ：CRMソリューションの状況： ウェルスマネジャーの成長と効率性の向上

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2024/08/25
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The adoption of a CRM solution can significantly impact a financial institution's ability to grow its customer base, improve service delivery, and operate more efficiently.

This video is a summary of the upcoming wealth management report, a solutionscape on CRM providers. The report was written in conjunction with Celent’s insurance team.

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