FactSet CRM Solutions
from FactSet
CRM platform tailored for asset managers and fund distributors with embedded market intelligence. Provides contact management, sales activity tracking, pipeline management, and analytics on fund flows and distribution channels.
Specialized CRM platforms tailored for asset management that track client interactions, preferences, investment history, and service requirements to optimize the client experience and relationship management.
FactSet CRM Solutions
Publicly available data.
If you are the vendor, claim your page