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