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  5. ウェビナー：RIA市場におけるCRMの差別化要因

ウェビナー：RIA市場におけるCRMの差別化要因

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2023/03/28
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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

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