What is CRM (CRM Client Relationship Management), Definition, Types, Strategies?
“Client Relationship Management helps businesses build strong relationships with their clients. Read this article to learn more about CRM software.”
CRM Explanation – Definition + Benefits
“CRM or Client Relationship management, is a strategy businesses use to build strong client relationships. CRM solutions can track strong clients within a business and allow them to maintain personalized communication with clients. Get complete CRM explanation and benefits in this article below.”
What is An Asset Management Company? Definition, Benefits, Qualifications
“Asset Management Company is a financial institution that manages client investments by diversifying them into various asset classes. Read this article to know more about AMCs.”
Portfolio Management: Definition, Types and Strategies
“Portfolio Management is a method of making informed investment decisions based on analyzing and investing in diversified asset classes while following a balanced approach. Read this article to know more.”
Top 9 Features in Tally ERP 9: Explained
“Tally ERP 9 provides various business management features such as transaction recording, real-time updates, record keeping, GST compliance, customized reports, and much more. Know about features in Tally ERP 9 in this article.”
What is Financial Advisory: Explained
“Financial advisory is a professional guidance provided by individual, business experts regarding financial investments. They provide informed suggestions to keep you on the growth side of your finance management. Let us learn more in this article.”
How to Import Data From Excel to Tally?
“Tally supports integration with data stored in various formats or extensions such as TDL, ODBC, XML, etc. Learn how to import these files from excel to tally ERP 9 easily.”
Wealth Management: How Technology is Changing the BFSI Sector?
“Wealth management is informed financial planning to secure your assets and maintain a secure future. The BFSI sector is evolving again due to the brink of new technologies being introduced to different fields. Let us know about some major impacts of these changes on the BFSI sector.”
Wealth Mgmt: Wealth Management Defined
“Wealth Mgmt is a subsidiary of financial services that focuses on creating effective strategies to help people grow their wealth and achieve their financial goals. Wealth managers provide investment planning and advisory to their clients.”
What Are Registered Investment Advisory Firms?
“Registered Investment Advisory firms help clients with informed advice for their investment planning, manage their portfolios, and much more. They provide smart investment strategies to earn higher returns with lesser expenses.”