Tuesday, July 2, 2019

When Firms Can't Access Their Financial Advisers' Tech Tools

Specifically, software applications known as client relationship management, or CRM, tools are creating supervisory issues for these firms, and potential risk for a myriad of data breaches and privacy ...

from crm - BingNews https://ift.tt/2XeFT2I
July 02, 2019 at 03:12PM

No comments:

Post a Comment