Benefits of the cloud-based CRM for a Wealth/Asset Management firm.

Cloud computing is reshaping nearly all of the industries in the modern world and transforming the way companies do business. Both smaller companies and bigger enterprises enjoy the benefits of cloud-based CRM solutions to improve their efficiency and scalability while saving significant costs. The first CRM system in the cloud, Force.com, was introduced in 2007. Since then, such systems have become increasingly widespread due to their flexibility and convenience. Cloud …

Emerging trends in HNWI Wealth Management

Wealth management is a general term in the financial sector to describe financial advice and portfolio management services offered to wealthy clients. The HNWI Wealth Management is also called Private Wealth Management or Private Banking, when financial companies or banks provide comprehensive services to the millionaires, including portfolio performance, estate planning, and tax management. This article will explain the HNWI meaning, describe who are the ultra HNWI, and analyze the …