5 Questions to Ask Now About Client Engagement

There are thousands of companies and products that market themselves as customer relationship management (CRM) solutions, ranging from industry behemoths to tiny niche products. Given the importance of relationships to financial advisors, it’s no surprise advisory and wealth management firms think they need a CRM system.

But is that really what they need? The reality is there are meaningful differences between CRM and an integrated advisor desktop (IAD), particularly for advisors who want to spend more time on meaningful client engagement, and less on mundane administrative tasks.

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