Selecting a

hedge fund CRM

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Are you looking to select a CRM? 

There are a lot of customer relationship management (CRM) systems on the market, ranging from large public companies to small industry-specific systems. 

What should you consider when selecting a CRM for your hedge fund?

In this paper, we look at:

  • Hedge-fund-specific requirements for a CRM;
  • Functionality to consider beyond the basics (contacts, companies, deals, activities);
  • The importance of connectivity, and how to achieve this; 
  • Pitfalls to avoid in making this big decision.

We hope you find this useful and informative.