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Towry selects new financial planning and CRM software 26/02/2013
Towry has signed a deal with Australian tech firm IRESS to provide financial planning software and a client relationship management (CRM) system.

Bank Sarasin to introduce certification for CRMs as it strives to deliver ‘better service and advice’ 30/03/2012

J.P. Morgan launches endowments and foundations advisory group 13/09/2010

Hong Kong hires grandmothers for surveillance of advisers 20/07/2010

Private clients most value unbiased, client-centric approach in wealth manager relationships - report 02/07/2010

Corporate social responsibility may be critical to client acquisition and retention says senior private banker 23/06/2010

Private banks must use personality profiling to match relationship managers with clients 23/06/2010

Addressing client expectations key to success of OECD tax haven clamp-down, says Singapore Trustees Association 13/05/2010

India's wealthy prefer non-Indian private bankers, says law firm senior partner 12/05/2010

Standard Chartered Private Bank launches Shanghai art exhibition to help children with preventable or curable blindness 12/04/2010

 
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