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- Title
Greg Friedman on Successful Mergers, Data Nirvana, and the Future of CRM.
- Authors
Schulaka, Carly
- Abstract
The article presents an interview with Greg Friedman, chief executive office of wealth-management firm Private Ocean. Topics discussed include technology integration in the financial-planning industry, the evolution and future of customer-relationship-management (CRM) software, the impact of social media on CRM, advice he would offer to companies in need of a technology strategy, and the 2009 merger of his previous wealth-management firm, Friedman & Associates, with rival Salient Wealth Management LLC.
- Subjects
FRIEDMAN, Greg; FINANCIAL planning; CUSTOMER relationship management; SALIENT Wealth Management LLC; FRIEDMAN &; Associates (Company); PRIVATE Ocean (Company); SOCIAL media; COMPUTER network resources
- Publication
Journal of Financial Planning, 2013, Vol 26, Issue 7, p16
- ISSN
1040-3981
- Publication type
Interview