Tag: CRM

the financial services industry is becoming more relationship oriented

Why The Financial Services Industry is Becoming More Relationship Focused

Why The Financial Services Industry is Becoming More Relationship Focused Robo-advisers have been capturing an increasing share of the financial services business. In financial services, rapid changes in how securities are traded, monitored and researched have made it imperative for financial advisers to understand…

CRM-The Swiss Army Knife for Financial Services Advisers

CRM-The Swiss Army Knife for Financial Advisors

Data, data, data. You can’t read an article or listen to a newscast without someone mentioning the mounds of data which companies have access to and use to refine customer experiences. Did you know that you could have access to data about your clients…

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