As the markets continue their rollercoaster ride, investor’s anxiety continues to increase. Financial advisors are fielding more inquiries from their clients who are looking for information about their investments. In order to respond to the flood of inquiries from clients, financial advisors need to have the capability to view their client’s complete investment profile in a single space and must have the ability to have customer relationship systems integrated across applications. However, financial advisors and wealth managers are often challenged by older, disparate systems that require multiple log-ins, duplicate data entries and other time-consuming tasks. Join this webinar to learn how new customer relationship management tools are allowing financial advisors to respond to client inquires with world class customer service.
The webinar discusses:
- How Next Generation CRM solutions can deliver a comprehensive customer view
- How an Integrated Advisor Desktop can connect disparate systems
- How organizations can improve the advisor-client relationship by leveraging a unified customer view
- How organizations can deliver actionable information and processes available to advisors to be more productive and deepen customer relationships
Speakers
- Jason McDermott
- Greg MacSweeney (WS&T)
- Isabella Fonseca, Celent
To access the Today’s Wealth Manager: Integrating CRM to Improve Customer Service webinar please complete the form below.