WealthHub Solutions, Author at WealthHub Solutions

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So far WealthHub Solutions has created 2 blog entries.

Why is a “Deep Vertical” CRM the Right Solution for Ultra-High Net Worth Fiduciaries?
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Why is a “Deep Vertical” CRM the Right Solution for Ultra-High Net Worth Fiduciaries?

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Why is a “Deep Vertical” CRM the Right Solution for Ultra-High Net Worth Fiduciaries?

WealthHub Solutions2020-12-07T16:07:41-05:00April 26th, 2020|Blog|

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 through the questions that will determine which system you buy and how you deploy it. One of the first questions [...]

Should CRM Be Just Another Three-Letter Word for Trust Management?
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Should CRM Be Just Another Three-Letter Word for Trust Management?

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Should CRM Be Just Another Three-Letter Word for Trust Management?

WealthHub Solutions2020-12-07T16:07:41-05:00February 15th, 2020|Blog|

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 crowd, CRM only slowly developed BPM so it too could deliver STP. Whoa! Wait a minute. What are all these [...]