Are Automated Capital Account Statements and Relationship Capture Worth the Hype? A Practical, Skeptical Review

https://www.bookmarking-presto.win/introduction-path-mapping-recover-a-crm-rollout-when-partners-won-t-buy-in

Automated capital account statements cut reconciliation time by up to 60% - industry data and what it hides The data suggests automation in fund accounting and client relationship capture delivers big headline numbers