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A Closer Look At a Client's Account: CRM Tools Helps Find Where Bodies Are Buried

Traders Magazine, July 2001

Brian O'Connell

Why can't traders be more like Erin Brockovich? Remember Brockovich, the consumer advocate who worked at a law firm and knew all the sins of the firm's clients? Well, with customer relationship management (CRM) tools, traders can know more about their own clients.

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