Customer Relationship Management For Investment Managers


"We have always based our service on very intimate relationships with our clients.… This has led to very rapid growth. Now too few financial advisers are managing too many clients. We are no longer able to maintain the same level of service that brought us this growth." This is the lament of many a manager in the investment community.

What happens when an investment management firm or financial adviser grows so fast that there are too few investment managers or financial advisers for the growing

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