Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.
- the application of AI technologies
- integration of APIs and subsequent access to and management of data
- as well as the continued focus on the customization of the client experience
This report profiles the leading CRM solutions and provides an overview of their functionality, customer base, lines of business supported, technology, implementation, pricing, and support.
Of these solutions, 5 qualified for Celent’s ABCD rankings. The profiles include customer references and a Celent assessment of the solution's strengths and opportunities.
Download this authorized reprint of a Celent report excerpt granted to NexJ Systems Inc. The report was written by Celent and was not sponsored by NexJ Systems Inc.