(In a Q&A with FTF News, Jiro Okochi, president of Tier1 Financial Solutions, argues that remote work environments reinforce the need for technology that helps manage all relationships. Client relationship management (CRM) systems have become a necessity as more financial services firms continue to function by working remotely due to the pandemic-induced office closings. The pandemic… Read More >>
CRM Systems Are a Necessity Now: Q&A
(Client relationship management (CRM) systems have become a necessity as more financial services firms continue to function with staff and clients working remotely due to the pandemic-induced office closings. So says Jiro Okochi, president of Tier1 Financial Solutions, whose offerings serve firms in the capital markets and banking arenas. The pandemic conditions underscore the need… Read More >>
Q&A: ‘The PDF Report is Dead for Private Equity’
Editor’s Note: FTF News spoke this week with Brendan Tyne, managing director, New York, of Augentius (U.S.) Inc., a private equity fund administrator, about the changing operational data demands of the private equity business. The new data demands are causing Tyne to declare that the era of the PDF is dead. Q: How certain are… Read More >>
