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.
http accountservices.passport.net...o s1 1 1c 1025
salentica,Hillview Capital Advisors,crm,asset management,financial management,microsoft crm,dynamic crm,dynamics crm,crm dynamics,crm softwares,crm software,software crm,customer relationship management,contact management,crm 4.0