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This question relates to the Client Relationship Model. REQUIRED: In your own words, describe the investment client-related issues that the Client Relationship Model was initially

This question relates to the Client Relationship Model.

REQUIRED:

  1. In your own words, describe the investment client-related issues that the Client Relationship Model was initially created to resolve (in 2009).
  2. Again, in your own words, explain why further development of the Client Relationship Model was required in CRM2 (e.g. explain why CRM2 was required in 2013 after the original CRM changes were implemented.)

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