Artificial Intelligence Takes Over CRM as GDPR Looms

A growing number of buy-side professionals are using machine learning in their CRM systems to analyze and interpret investor data.

artificial intelligence
Machine learning is increasingly being used in CRM tools.

As the General Data Protection Regulation (GDPR), set for May next year, looms over Europe, client data management has been an increasingly complicated task for institutional asset managers. These firms are not only looking to comply with the law’s complex requirements—GDPR will place sweeping new rules around how individual data is handled within the EU and exported to foreign states—but also to enter the personalization game, a discipline long mastered in the commercial and retail space by

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