Why Relationship Intelligence Beats Manual Logging: A Story About Analysts, Data Entry, and Real Insights

https://wiki-room.win/index.php/When_a_Private_Equity_Firm_Installs_a_Real_CRM:_Charlotte%27s_Story

When an Analyst Team Buried in Spreadsheets Missed a Major Client Signal Priya managed a small team of compliance analysts at a mid-sized financial services firm