Finance White Papers
Customer Relationships Can Increase Mutual Fund Retention
Overview Customer Relationship Management (CRM) is the process of interacting with intermediary and end-user customers, and developing personalized relationships based on their needs. No-load mutual fund companies are better positioned to implement CRM programs because of the fact that they have just one customer group to deal with. CRM is more difficult for fund groups sold through intermediaries. The primary customer is the intermediary, and clearly the most important relationship to be managed is that with the intermediary. But what about shareholder relationships? Across all industries, intermediaries have tried to prevent interaction between suppliers and end users. This has become difficult to do in the digital age, as consumers have grown to expect internet interaction with their suppliers, at a minimum.
| Publisher | Pyramid | File Format | HTML |
|---|---|---|---|
| Date Published | June 2001 | Downloads | 2 |
| Format | White Papers | ||
| Topics | |||
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