CRM Solutions to Grow your Book of Business

Software providers are promoting the very tangible benefits of CRM solutions to advisors and wealth management firms – but are they selling the steak, or is it just sizzle?

Systemizing the processes, workflows and practices of a wealth management firm by adopting a comprehensive CRM solution allows the firm to lay the cornerstones of a more customer-focused business. These include:

• client knowledge, which is critical to fostering customer intimacy;
• employee productivity, due to less time and resource spent on administration and fruitless information searches, leaving more client face time; and
• guaranteed compliance due to standardized processes and secure, auditable records.
 
This whitepaper outlines eight steps to putting in place a CRM system that will transform your business, addressing each with key questions and answers.

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