The top four benefits of CRM software for financial advisers

Without clients, a financial advisory firm cannot function; therefore, the relationship an adviser builds with their client is the oil in the joints that keeps the business moving. Image Credit The value of good client relationships cannot be underestimated. The benefits are clear, as set out in an FT Adviser article back in 2013. Staying on top of increasing numbers of unique clients in a growing business needs some technological help, which is where dedicated CRM software comes in. There are numerous ways advisers are benefiting from using CRM software,…

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