Investment Management

December 9, 2011

If you are like many firms, you’ve realized that traditional product-oriented differentiation is taking a back seat to building trusted relationships with clients one at a time. After all, changes in our society have trained consumers and businesses alike to reward personalized service and trust with a higher degree of loyalty.

In this article, we look at why a better product is no longer the answer. We focus on strategies for leveraging technology to improve the productivity of your firm’s employees–freeing time and creating consistent processes that take your client engagement strategy from product pushing to trust building. Along the way, we highlight the characteristics of CRM technology that best-supports your client engagement goals.

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