Using Intelligent CRM to Attract and Retain Advisors and Clients

Modern, successful CRM systems have flexible and extensible architectures that support broad industry standards. Intelligent CRM provides organizations with a cost-effective and efficient method of leveraging enterprise client data stored in legacy and backoffice systems. This white paper discusses how intelligent CRM enables financial services organizations to:

  • Integrate disparate data and systems with CRM
  • Deliver integrated information seamlessly to the end user
  • Scale in accordance with evolving business needs
  • Provide a customized user interface that addresses the organization’s and the advisor’s unique needs
  • Add readily accessible, net new value to increase end user adoption

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