thewealthnet

Can a good CRM system help compliance in wealth management?

, 21/04/2020

By Alessandro Tonchia, co-founder and head of strategy at Finantix

In the current climate a strong CRM system is not a ‘nice to have’ but a means of demonstrating value, when it matters most.

Clients are rightly making more frequent contact with their banks as they see the economic uncertainty caused by the global pandemic, and look for opportunities to take positive action and for reassurance that the bank has got their back. But looking after the client in times of crisis while always ensuring best practice and compliance is not easy.

It is no ...


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