Loading Events

« All Events

  • This event has passed.

Webinar: Redefining CRM — Innovative Ways Today’s Investment Firms Are Using CRM to Outpace Business Demands

April 28, 2016 @ 11:00 am - 12:00 pm

CEB & Green BeaconThere is no cost to attend, but space is limited.  Reserve your spot here.

From compliance issues to increasing client demands, today’s investment firms face tough challenges. But, there are firms that are winning the battle. How are they doing it? The answer might surprise you: CRM.

These successful firms are using CRM in unexpected ways, going far beyond supporting their sales and service organizations. They are tapping into the power of CRM, utilizing it as an operational platform. CRM serves as the hub of all their client activities—enabling them to save money, streamline processes, and increase client satisfaction as a result.

CEB research indicates that only 11% of executives consider their CRM platform to be “very effective.” If that’s where you stand, join CEB and Green Beacon on April 28th to see how CRM can transform your organization. You’ll learn how CRM as a unified platform can:

  • Keep you on top of complex and constantly changing compliance requirements
  • Not only keep up with, but stay ahead of the growing demands of your clients
  • Put the right client data in the hands of the right front-line employees with powerful analytics and easy navigation
  • Help you more efficiently manage events and track commissions

With today’s CRM, you can simplify, consolidate, and automate standard operating procedures within your existing infrastructure. Register here for "Redefining CRM — Innovative Ways Today’s Investment Firms Are Using CRM to Outpace Business Demands."


Show Buttons
Hide Buttons