Damco helped the Philadelphia-based wealth management firm modernize their legacy CRM system by implementing an advanced client information management solution. This provided advisors with a complete, unified view of clients and interactions, automating many previously manual, time-consuming activities. Damco’s solution enhanced customer engagement, streamlined portfolio management processes, and improved operational efficiency across multiple jurisdictions, enabling the client to better serve individuals, businesses, and institutional clients while supporting growth and improved business outcomes.

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