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

https://www.bookmarking-jet.win/why-unused-crm-modules-don-t-always-clutter-the-interface-and-how-deals-really-begin-as-conversations

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