In times of economic uncertainty, trust can make or break a financial services firm. Firms need to move towards a model where they instill enduring client to firm trust, rather than a relationship only with a single advisor. By implementing such a model, supported by flexible CRM software, you are doing all you can to thrive in uncertain economic times.
In this article, we highlight the development of core client data and its importance in preparing your firm should an employee leave or economic conditions worsen. We also cover the role of supporting CRM software in growing business during volatile times.