Have You Tried the Whittaker Garnier CRM Package?
Gwynne Young
Managing Editor, CustomerThink
Member
Posted 15-Feb-2005 02:03 PM
[Posted for Barry Moraller]
I was hoping to get some feedback from companies that have used the Whittaker Garnier CRM package.
My company is planning on using this software as our CRM package, and before we take the plunge I was hoping to get some feedback from other companies on the product.
Momchi
Member
Posted 22-Feb-2005 10:11 AM
Barry, we are a competitor of WG's CRM system—can I interest you in checking us out? Our product is called InvestorDynamo (www.investordynamo.com).
Nick
Member
Posted 24-Feb-2005 08:30 AM
Hi Barry,
I work for Whittaker Garnier (as a developer) and I'd like to suggest that you ask your WG sales representative for details of customers that would be happy to discuss their experiences.
It's also worth checking out the competition. This should help you see why WG CMS is so unique in the marketplace and therefore so popular!
Kind Regards,
Nick
me
Member
Posted 20-Jul-2006 08:45 AM
maybe consider protrak v4.0 geared towards asset management. i've had a few demo's and this one seems to top them all with respect to investor/fund/account/broker/custodian relationship management. in addition, tracking restrictions, fund & investor types, and AUM. i'm not an expert, however, i've seen a few and this is so far more robust (in reporting and integration, too). cheers
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