The "Unbundled" Model - As a broker-dealer is your CRM ready for the challenge?

The 'Unbundled' Model

April 19, 2016
by Indy Sarker

Institutional stock brokers globally are facing significant business transformation pressures from the market place, driven by economics, technology and regulatory change. Their customers want more transparency in their commission payments ("unbundling") while turning more selective in their service needs from broker-dealers. We believe a traditional CRM approach will fail to deliver the necessary results to aid the business of a broker-dealer.