Please register below for this Smart Decisions whitepaper.
Adoption of CRM software is definitely on the rise in the advisory world. In our recent Q3 CRM Survey, 73 percent of respondents said they currently have CRM software in place. Furthermore, of the remaining advisors who don’t yet have a CRM system in place, two-thirds say they plan to implement within the next 12 months.
Read this whitepaper to learn:
- Why so many advisors are adopting CRM technology
- How advisors are using them to deepen client relationships
- Tips for selecting a CRM for your firm
Deepen Client Relationships: Join the large number of advisors using CRM software to grow their business