Outsourcing Helps Wealth Management Firms Re-Energize Their Focus On Clients
Customer pressures have also risen considerably and are most accutely felt by investment managers and customer relationship managers (CRMs) whose clients are increasingly disengaging. CRMs are now forced to devote more resources and time than ever before to restructuring portfolios and understanding, and complying with arcane regulations. A PricewaterhouseCoopers Survey (July 2009) states that “CRMs … Read more