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In asset management, portfolio managers need to closely monitor companies in their investment universe to identify risks and opportunities, and guide investment decisions. Tracking direct events like earnings reports or credit downgrades is straightforward—you can set up alerts to notify managers of news containing company names.
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Document and Share Learnings : Share outcomes and insights across the organization to foster continuous improvement. Managing Customer Expectations : Clear communication and change management are necessary to prevent negative customer reactions. Share Your Insights I’d love to hear your thoughts on CX and experimentation!
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