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Showing 101 - 102 of 102 results for "CRM"

Aon appoints new head of CRM

Aon has appointed a new Head of Client Relationship Management in Victoria, while also picking up a number of super fund mandates with a combined value of over $200 million. Joanne Caruana will join the team as both Senior Consultant and Head of Client ...

Platinum builds IT platform with PlanTech

... solution made this a very easy decision," says Hills. PlanTech's IT platform will including a customer relationship management (CRM) feature, cash flow driving financial planning tools and, a life insurance research tool. These functions are each embedded ...