How to Overcome Technology Obstacles

Slemmer, Michael C.
November 2008
Journal of Financial Planning;Nov/Dec2008 Practice Management Sol, p18
Academic Journal
The article discusses the results from a survey which looked at the technology obstacles faced by the financial services industry. The survey found that financial executives can have several different types of technology problems including difficulties with Customer Relationship Management (CRM), document management and portfolio management. Details regarding the specific problems listed in the survey, why financial executives should care about these problems and steps that financial executives can take to overcome these problems are presented.


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