Tag: Human Resources

Is CRM a part of HR?

The relationship between Customer Relationship Management (CRM) and Human Resources (HR) is often a complex one. Many businesses are unsure of how the two departments should interact and how to define the boundaries between them. In this article, we will explore the differences between CRM and HR, and how the two departments can work together […]

Turn Onboarding Into a Data-Collecting Adventure Through Automation

First impressions matter. A poor onboarding process can set the wrong tone – for wealth managers trying to grow their assets under management (AUM) — and for clients who entrust their assets to someone new. Leaders in digital transformation at wealth management firms are seizing on this fact, with nearly half saying their biggest tech investment […]

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