Advanced technology adoption, agile mergers and acquisitions and nurturing and supporting talents are key areas in which asset and wealth management (AWM) firms can find new opportunities and boost their productivity, PWC found in their latest study.
New guidance from the Investment Industry Regulatory Organization of Canada (IIROC) confirms that investment firms can use electronic signatures with clients.
Topics: Smartdocs, e signatures
Obsidian SmartDocs is designed specifically to cater to the unique requirements, and relationships within the alternative investment management industry. It is specifically built for OM products with support for discretionary, non-discretionary, direct, joint account subscriptions as well as KYC updates.
Topics: Smartdocs
A CRM is a CRM is a CRM. There are only so many ways you can track email communications, meetings, calls, and opportunities. So why did we make the strategic decision to go out and built yet another CRM platform at Obsidian? And how did this decision reshape our business, and won us recognitions for the best CRM system and most disruptive technology solution at the annual HFM gala in New York last month?
Topics: finance CRM, hfm awards