White Paper: The Advisor Productivity Advantage

February 28, 2012

It’s a fact: firms with productive advisors who spend more time in front of clients have a competitive advantage. And the key to advisor productivity is a streamlined client engagement process. In this guide, we share a proven formula for enhancing advisor productivity with CRM processes and technology, including ways to achieve the three fastest wins.

  • The productivity gains made possible from integrating CRM workflows with existing applications
  • Ways to leverage social data to guide meaningful action while addressing compliance requirements
  • The shift in focus for financial services institutions in this post-crisis era
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