To provide the information they need, Thomson Reuters has partnered with Squirro, which describes its technology as AI, for augmented intelligence, to provide a complete current overview of each client. It is aimed at relationship managers who need to understand complex in wealth management and commercial banking.
Banks are operating multiple platforms containing customer information, with significant time being spent searching for and compiling relevant information The purpose of customer relationship management (CRM) systems in finance is pretty simple — provide users at a bank or brokerage with a comprehensive view of a customer’s finances, 360-degrees in the popular parlance.
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