Six Ways to Improve Customer Loyalty and Drive Retention with Integrated CRM [ Source: NexJ ]
April 2012- With a 12.5% annual customer churn rate, the average financial services firm is losing a lot of current, future, and referral income - and that's not counting the cost of acquiring new customers. Loyal customers provide a greater share of business, refer more prospects, and cost less to serve than new or disgruntled customers. <br><br> While some degree of customer turnover is inevitable, integrated CRM with loyalty management capabilities can help ...

Learn How Top Wealth Management Firms Are Overcoming CRM Systems’ Shortcomings – and Improving Performance at the Same Time [ Source: Crowe Horwath ]
February 2011- After years of disappointment with customer relationship management (CRM) systems, some top wealth management firms are taking a fresh look at the technology – and discovering a fresh approach that allows them to finally achieve the powerful advantages CRM has long promised.

Find out what these industry leaders have learned by downloading this valuable new briefing paper – “CRM for Wealth Management: New Challenges – and a New Approach – Offer the Opportunity for Substantial Returns.” What ...

APX Improves Productivity and Enhances Client Reporting Capabilities for Canada’s Lincluden [ Source: Advent Software ]
June 2010- After reviewing a number of options, Lincluden selected Advent Portfolio Exchange® (APX), the fully integrated enterprise portfolio management solution that incorporates: Portfolio accounting, Automated reporting and packaging, Built-in performance analytics, GIPS-compliant performance measurement and reporting, Client relationship management Automated interfaces with third party service providers APX links portfolio management, operations, and client service staff on a single SQL database platform. The system’s architecture also makes it highly scalable for adding accounts and assets as ...

Buttonwood Holds Down Headcount With Advent OnDemand [ Source: Advent Software ]
June 2010- Advent OnDemand allows Buttonwood access to the sophisticated functionality of Advent Portfolio Exchange®, the comprehensive, integrated portfolio management solution, via the software-as-aservice (SaaS) model that includes full data management. That eliminates the need for internal IT support and reduces the firm’s investment in hardware and software—without compromising the system’s capabilities.

Dutch Private Bank Leverages Advent Technology to Support Growth [ Source: Advent Software ]
June 2010- When Bank Oyens & Van Eeghen started in 2002 it wanted to partner with a flexible software provider with a proven suite of functionally rich platforms that could meet the expectations of its sophisticated clientele. So the firm turned to Advent Software and its best-in-class Moxy® trade order management and Axys® portfolio management, reporting, and accounting systems. And having subsequently enjoyed a period of rapid growth -— including a doubling of assets under management last year, thanks ...