The robust features of CRM systems allow advisors to make CRM the hub of your client service strategy. Do you use CRM to provide more effective client service?
Read Kevin Feehily’s RIACentral.com article to learn how to use CRM more effectively to:
- Provide proactive client service
- Capture all client communications
- Exceed client expectations
- Improve client retention
If you need help creating a client service strategy using CRM, contact Byrnes Consulting for assistance.