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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.
Is this your Company
Category: Investor Relationship Management (IRM) Systems
in: Client Relationship Management
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


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