Sign in
FREE Membership Sign in
MENU

Customer relationship management: financial advisors in the digital age

By Alain Thériault | May 14 2020 02:11PM

Photo: Pxhere.com

Do advisors need a CRM solution to manage their clientele efficiently? The Insurance Portal consulted a number of experts on this question.

This article is reserved to PRO Level subscribers

Read the whole article….

PRO

$9.95 / month

Invest in your career and go PRO now!:

Each of its 6 annual issues offers you:

  • Exclusive headlines and daily scoops
  • Disciplinary decision news
  • On the move in the industry

Receive the Insurance Journal at your office or home:

  • 6 issues/year
  • In-depth articles and studies related to the insurance industry
  • Insighful data to feed your analysis and convince your clients
  • Exclusive interviews with industry leaders
Advertisement
Advertisement
Related to the same topic …
Technology
Wealth management
Financial planning
Special Report