In my last column, I began to share reader feedback in response to a column requesting your input on the best, and worst, analysis tools. Let’s dive deeper and look at specific products and tools you use. Cut me some…
In parts one and two, we looked at structural trends behind the wealth management craze in the securities industry. Part three discussed specific business challenges driving wealth management strategies in private banks and brokerage firms. Let’s continue that discussion. One…
Do you know who your best customers are? (Some of you will admit you don’t. You probably attribute that to your inability to get reliable customer data. We’ll deal with that in another column.) Those of you who do say…
Parts one and two covered trends in investor psychology and structural industry changes driving the wealth management craze. In this column and the next, we’ll look at wealth management business drivers in private client banks and brokerage firms. Crisis of…
Looking to out-Microsoft Microsoft when it comes to customer relationship management (CRM) software, Web-based CRM ASP Upshot today announced what it describes as the only hosted CRM service to offer integration with Microsoft Outlook e-mail software. “Microsoft has been touting…
In part one, we covered the widespread shift in investor psychology driving the wealth management trend. In this installment, we’ll continue the discussion, focusing on some of the structural changes affecting the securities industry. Structural Changes in the Industry In…
By Bruce McCracken Though many dot-coms evaporated like raindrops from a summer shower, new media still works for some as their business continues to grow. The challenge becomes how to consolidate the growth and turn visitors into loyal customers. The…
The facts of life regarding Customer Relationship Management (CRM) are both shocking and remarkable. On the plus side, the technology’s popularity is obvious — from annual revenues of about $2 billion in 1999, CRM vendors are expected to rake in…
Microsoft announced Monday two new releases from its business-management unit, targeted at medium-sized businesses, as the launch of its much-antici pated customer relationship management (CRM) product nears. Microsoft Business Solutions released Axapta 3.0, a suite of online business productivity applications,…
Wealth management is a trend sweeping the securities industry. Readers of this column would call it something else: CRM for investment firms. That’s what wealth management strategies are. They enable financial planners and stock brokers to develop deeper and more…