BST Awards 2021: Best buy-side CRM platform—Contemi Solutions
Product: CRM System
OVERVIEW
Contemi CRM is designed to provide wealth management professionals with real-time, 360-degree views of every interaction with prospects and clients.
Typical user-firms: asset and wealth managers, fund distributors, hedge funds, brokers, family offices, IFAs/RIAs.
Contemi won two new clients in Asia-Pacific and made six new appointments in its leadership team.
“We are excited to be able to offer our clients the opportunity to electronically view and retrieve information
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