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Ventura Joins Forces with On-Course Advisors

Ventura Management Associates, a boutique advisory firm specializing in reference data and client information data strategy, has joined forces with On-Course Advisors to produce the CRM Forum.

The CRM Forum is the premier venue that brings together business and technical professionals to exchange views and best practices relating to client relationship management while providing the education to further the advancement of CRM.

The semi-annual CRM Forum focuses on the financial service industry with representation from the banking, brokerage, insurance and asset management sectors. Ed Ventura, president of Ventura Management Associates, noted, “Helping CRM professionals understand the direction and capabilities of the tools they have in place to maximize their potential is rewarding and I look forward to being a part of this wonderful gathering.”