CLIENT PROFILE © 2019 Cutter Associates, LLC | US +1 339 469 0600 | EMEA +44 (0) 20 3006 6490 | www.cutterassociates.com I need to . . . SELECT A CRM SYSTEM TO BEST MEET OUR NEEDS Our client is a global fixed-income investment firm, with offices on five continents. The firm has over USD440 billion in assets under management. The firm had had recently completed an operating model to support its business through excellence in client service and marketing. One of the key findings identified from this project was that the client would benefit from the implementation of a new CRM. Having already benefited from Cutter Associates' expertise in establishing the data framework to support the CRM, our client sought our guidance in selecting the most appropri

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