Cetrix Blog

How CRM for Financial Services Keeps Wealth Managers Competitive

Mark Khabosha - Sep 8, 2017 7:44:27 AM

Digital disruption offers opportunity as well as threats 

In an era of digital disruption, the financial services industry has been transformed.  A study involving more than 50 wealth management firms, revealed that the wave of digital revolution, with startups and digital models of doing business revolutionizing the industry, has left traditional wealth management firms at a crossroads.

Topics: Financial Services

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