John O’Connell Featured in Wealth Solutions Report: Oasis Group And Practifi Address CRM Selection In Research
The Oasis Group recently released a new white paper on customer relationship management (CRM) selection in wealth management, sponsored by Practifi, a CRM provider for financial advisors – covered in this feature article published in Wealth Solutions Report.
The white paper, “CRM Selection in Wealth Management: Beyond the Build-vs-Buy Decision,” analyzes CRM decisions for financial advisory firms in terms of timeframes for implementation, workflow alignment and long-term data architecture, according to the companies.
The paper sets out how CRM selection in wealth management has changed from the build-versus-buy debate, separating into three paths: generic enterprise platforms, niche wealth management CRMs, and solutions designed to combine the strengths of the other two.
