FactSet helped the wealth management division at the large U.S. private bank drive CRM adoption and enhance advisor productivity by integrating its flexible technology and premier wealth management solutions directly within the CRM system. FactSet’s platform provided advisors with actionable client insights and seamless access to market data, analytics, and reports inside their CRM, simplifying workflows. This integration empowered advisors to build stronger client relationships, increase engagement, and efficiently manage customized wealth management strategies. FactSet also supported single sign-on and accurate account mapping for smooth user experience.

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