In the digital age, mutual fund companies are increasingly adopting a direct-to-investor marketing strategy to…
David FisherFebruary 13, 2024
Understanding the profile and preferences of potential investors is vital for a mutual fund company's…
David FisherJanuary 30, 2024
The structure and functionality of a customer relationship management (CRM) system is critical to the…
David FisherJanuary 24, 2024
Mutual funds and ETFs market their products to financial advisors by a number of means:…
David FisherJanuary 17, 2024
Incorporating personal customer service into 22c-2 compliance reporting and the identification of money laundering offers…
David FisherJanuary 9, 2024
Sales Reporting Success The relationship of a sales reporting technology provider with clients should be…
David FisherJanuary 4, 2024
Opportunity Abounds Effective asset managers have learned that where data is plentiful opportunity abounds. The…
David FisherDecember 26, 2023
Reporting for Multiple Parties In many organizations, the IT department is tasked with generating data…
David FisherDecember 19, 2023
