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Opportunity Gained: Hillview Capital Advisors Finds a Solutions That Works the Way They Do

Source: Salentica Inc
With $1 billion in assets under management, Hillview Capital Advisors, LLC had to pull data from a dozen different sources to gain a complete client view. The firm had been relying on a mix of applications that now seemed inadequate for its growing needs. Learn how a new customer relationship management (CRM) system helped the firm increase productivity and get instant access to know-your-client information.


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