In the modern era, a wealth management firm that doesn’t use a CRM in day-to-day operations is committing a major disservice, both to itself and its clients. But failing to use the right CRM can impact data accuracy, efficiency, and client satisfaction.
This executive summary from WealthManagement.com and SS&C’s Black Diamond® Wealth Platform examines several best practices for advisory firms trying to get the most out of CRM, and considerations for what advisors want in a CRM tool.
