The WealthHub Blog
Why is a “Deep Vertical” CRM the Right Solution for Ultra-High Net Worth Fiduciaries?
Domain-specific CRM systems offer trust companies and family offices advantages vs. horizontal CRM options So, you are a manager of a trust company or family office. You are considering a CRM system and sorting [...]
Should CRM Be Just Another Three-Letter Word for Trust Management?
In the beginning, there was STP. All in banking technology saw that STP was good and the desire for STP was great. So, STP begat ERP and then BPM. Meanwhile, unnoticed by the banktech [...]