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Managed Customer Correspondence for Financial Services
by EMC Corporation

Today, a race is occurring between financial services firms to acquire and lock in baby-boomer assets. The basic model firm's structure includes personal services through advisor channels, increasingly sophisticated cross-selling techniques for added stickiness, and the tools to provide superior service capabilities for the firm's advisors and customers. As technology advances, effective multi-channel distribution capabilities are essential as people manage their brokerage relationships through ...
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