Posts tagged as:

CRM

Back office systems

by Richard Allum on 29 April 2008

Anyone who knows me will tell you that I like IT and so I have taken a keen interest in the development of ‘back office, and CRM systems for advisers.    The March 2008 edition of Money Management has a 5-page feature by Geordie Clarke on adviser back office systems entitled “CRM of the crop” (you [...]

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