A monumental shift is underway in wealth management. Your "brokers" are transitioning to being true "advisors" and their service model is being driven by client needs. To meet this new reality, successful wealth management firms are embracing client-centric strategies, re-engineering their processes, embedding consistent best practices within their systems, and empowering advisors to build deeper, more enduring client relationships.
We would like to share with you a new white paper, "Essentials of CRM for Wealth Management: Empower Advisors with Client-Centric Tools." This concise resource describes how wealth management firms like yours can use client relationship management (CRM) strategies and technology to build relationships as trusted advisors. By doing so, you can maximize share of wallet and increase productivity, contributing to top-line and bottom-line revenues while also gaining a wealth of usable insight.