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How to align your visual brand guidelines and create consistently on-brand content

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2017 State of Technology Training

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Financial advisors look for CRM solutions

April 18, 2011 No Comments

Financial advisors are more reliant on customer relationship management (CRM) systems than ever before.

An influx in new clients has meant that a number of industry professionals are looking to manage their customers in a more efficient and strategic manner, a report from the Aite Group has found.

The independent research and advisory organization found that modern CRM solutions have greatly improved compared to ten years ago.

Data is easier to find, analyze, share and access from any device, the firm said.

Currently, almost a quarter of participants in the survey either did not have access to a CRM solution or did not find the solution applicable to their business.

Read more…

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