A Single Source for Wealth Management Firms to Track Client Relationships
Wealth Management firms need to manage many different types of information as it relates to their client relationship. This can include family relationships, legal instruments, fees, client interactions and holdings. Information that is not organized in a single system makes the management of this information an administrative burden and introduces inefficiencies across the firm. Silos …
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Video: Crowe CRM for Wealth Management for Microsoft Dynamics 365 Overview
To remain competitive and excel in an increasingly difficult financial advisory sector, wealth management firms need to streamline processes, increase advisor and client collaboration, and embrace a 360-degree view of a client's finances. Crowe CRM for Wealth Management, built within Microsoft Dynamics 365, provides financial advisors with a single, centralized view of client-related information and …
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7 Unique Challenges for CRM in Wealth Management
Let's talk about wealth management firms and CRM. Wealth management firms are financial advisors, but with unique requirements. Many are family offices with perhaps ten advisors. These advisors succeed based on the strength of building and maintaining relationships. Historically, each of them tends to have their own customer base, their own “book” of clients. Often …
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