Jun 15, 2021Salesforce and Hedge Funds: A Great FitForward thinking investment firms including hedge funds, PE, VC & AAM have been stepping up their CRM adoption-lets look at the reasons why.
May 12, 2021Customizable CRM or All-In-One Solutions for Investment FirmsWhen it comes down to it, a CRM is only as good as the data within it. So the question becomes, which kind of CRM will best allow your...
May 4, 2021Selecting the Right Investor Relations CRM Is Key For Your Firm’s SuccessCRM is becoming a must-have, not a nice to have for any investment firm that wants to scale up, raise capital faster or accelerate the...
