customer data management

List: 3 BIG challenges of customer data management

Why is Customer Data Management Important? Compliance During the past few years, the requirements for compliance has been tightened considerably with new rules, laws and regulations. Both through the Anti-Money […]

New Partner: Roaring x FA Solutions

Roaring initiates partnership with FA Solutions! With the keywords “Investment Management can only be as good as the technology behind it” they have taken over the market for Portfolio Management. […]

Why you should update your customer records

Three good reasons to have updated customer data: Incorrect information in customer records creates frustration and bad reputation. For example if you are using the wrong name or the wrong […]