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


Source: Salentica Inc


Document Type: Case Study

Description:

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.


Download <strong>Opportunity Gained: Hillview Capital Advisors Finds a Solutions That Works the Way They Do</strong>
 

Comments:
Related Topics:  Customer Relationship Management (CRM)

 Related Industries:  Finance and Banking

 Related Keywords:  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, ms dynamics crm, microsoft dynamic crm, microsoft dynamics crm, microsoft crm dynamics, crm dynamics microsoft, ms crm

 Source: Salentica Inc
Learn more about Salentica Inc


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