Many financial advisers still conduct their business without using a customer management system, commonly called CRM (Customer Relationship Management).
But do they really need it? Yes, say several key players in the industry!
The Insurance Portal has examined the factors that should encourage financial advisers to acquire a CRM system, and also the risks that await those who do not digitize their client data.
Read the articles by clicking on the links provided in the blue box at the right.
