In an interview with Finance & Investment, Croesus Product Director David Mastroberardino discusses the impact of the second phase of the Client Relationship Model (CRM2) on technology, as certain rules are not yet final and uncertainties remain regarding the implementation of the new regulations.
To read the article, go to Finance & Investment.
Since 1987, Croesus has been providing investment professionals across North America with highly intuitive and sophisticated integrated solutions for portfolio management and CRM. Over 9,000 investment professionals use Croesus to manage more than $500 billion in client assets across 5.25 million accounts. Croesus enables its clients to build trust with investors through tailored solutions and transparent business practices. Over the years, Croesus has built its reputation on its ability to implement its software efficiently, convert large complex data successfully, and provide accurate performance calculation. By continuously investing in R&D, Croesus ensures to stay ahead of its clients’ needs and provide them the technological edge they need to remain competitive. Croesus has 115 employees and offices in Montreal, Toronto & San Diego.
About Finance & Investissement
Finance et Investissement was launched in November 1999 for French-speaking financial professionals. Finance et Investissement reports on the people, products, trends and technologies in Canada’s financial services sector, with a focus on the Quebec financial market. In addition to a strong news component, our newspaper offers sales, marketing and technology features that help advisors build their businesses. The editorial team of Finance et Investissement is based in Montreal in order to create content that are specific to Quebec’s financial services community.
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