Top financial advisors are in constant demand and will leave one organization for another that provides them with better tools. Organizations who want to keep top talent must provide advisors with the next generation systems and tools they need to enhance productivity and help grow their business. An integrated advisor desktop is the key to user adoption and to helping firms overcome today’s challenges, such as integrating disparate data and systems with CRM solutions, making this integration seamless to the end user and providing scalability in highly integrated environments.
Join Wall Street & Technology senior editor Melanie Rodier, Sophie Louvel Schmitt of Aite Group, and Paul DeVriendt and Jason McDermott of NexJ Systems to hear how top financial firms are implementing successful CRM integration strategies.
Attend this webcast and learn:
- How an Integrated Advisor Desktop can help advisors save time and make more money
- How organizations can drive post-merger retention of advisors
- How automated workflows can streamline processes and enhance advisor satisfaction
- How a comprehensive customer view can support the fiduciary process
- How next generation CRM solutions can deliver tools to help firms keep top tier talent
To access the CRM Integration Strategies to Increase Financial Advisor Satisfaction and Drive Growth webinar please complete the form below.