Building Your Firm’s Relationship Intelligence — the Lifeblood of Your Front Office

  • Financial Services

Investors and advisors of all types can leverage their closely held and hard-fought relationships as the lifeblood of their firm’s growth. For almost 20 years, we’ve gleaned best practices from large and small firms that — coupled with new relationship intelligence capabilities in our platform — can help your firm uncover opportunities, maintain critical touch points, and win more. At City Tour NY, we discussed: