Putting clients at the heart of the system

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From FinTech 01 November 2008

Didier Pitton, Odyssey Financial Technologies

By Rekha Menon

Client relationship management systems were once seen as too expensive for private banks. But the idea that advisors can also become salespeople has led to growing interest in the way CRM technology can manage and attract clients for financial institutions, writes Rekha Menon

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Putting clients at the heart of the system

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