Build or Buy? The Advantages of Going With an Established CRM Solution

It’s a dilemma that occupies financial institutions often: the desire to build a CRM solution from the ground up or opt for an out-of-the-box solution that allows them to hit the ground running.

What you will take away from this eGuide.

Traditional wisdom dictates that building something is a great idea because it allows financial institutions to get something that meets their specific needs.

That view has shifted in recent years though, for all kinds of reasons starting with the fact that we now live in a world where Vertical CRM solutions exist.