The leading knowledge platform for the financial technology industry
The leading knowledge platform for the financial technology industry

A-Team Insight Blogs

Ventura Management Associates and On-Course Advisors Launch Client Relationship Management Forum

Ventura Management Associates, a boutique advisory firm focused on reference data and client information data strategy, has partnered with On-Course Advisors to launch a client relationship management (CRM) forum.

According to Ed Ventura, president of Ventura Management Associates, the semi-annual CRM Forum will be aimed at bringing together industry participants to discuss best practices relating to CRM. To find out more visit Ventura Management Associates

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