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Tag: crm

December 11, 2015May 22, 2019 Bernard Lunn

The changing landscape of CRM for Wealth Managers

December 9, 2015May 22, 2019 Bernard Lunn

Why Salesforce chose Wealth Management as first vertical market

April 14, 2015November 21, 2015 Bernard Lunn

SalesTech tools for Wealth Management

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Recent Posts

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Recent Posts

  • Blueprint One- a building plan for a Lloyd’s digital/culture change decade, or pie in the culture change sky?
  • Green Home Loans A Reality Downunder
  • A Fintech side-effect: Excessive Corporate Control by the Big Three
  • Bitcoin Bears vs Bulls
  • This Week in Fintech 17 Jan

Recent Comments

Does Borrowing from… on Category 5 hurricane in cash m…
How To Train Your Cl… on An Insurance carrier’s guide t…
Bernard Lunn on Will SoftPoS be the new global…
Arun Krishnakumar on Will SoftPoS be the new global…
Bernard Lunn on Will SoftPoS be the new global…

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