Interesting review of start-up company NETZ from Kim Tasso, helping those struggling with establishing a credible CRM system at your firm.
Whilst the system is primarily being used to help with lead generation and client intelligence in the financial advice sector (wealth managers, IFAs, private equity funds etc) for those seeking to promote mortgage, pensions and investment services it became immediately apparent that it would be valuable for lawyers, accountants and other professional advisers targeting high net worth private clients.
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