1.
BENEFITS OF LEVERAGING CRM FOR
FINANCIAL ADVISORS

2.
Introduction
CRM for Financial Advisors - Benefits
 Better Customer Retention
 Amplify Advisor Productivity
 Speed-up Processes
 Leverage 360-degree View of Customer Data
Conclusion
AGENDA
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3.
Financial CRM helps to mitigate
associated risks, gain big wins in the profit
margins, as well as unify marketing, sales,
and service solutions. The growth-focused
business players are therefore embracing
and adopting such next-gen technologies.
INTRODUCTION

4.
CRM FOR FINANCIAL ADVISORS - BENEFITS
Better Customer
Retention
Amplify Advisor
Productivity
Speed-up Processes Leverage 360-
degree View Of
Customer Data

5.
An interesting feature of a financial CRM
is that it enables the advisors to record
customer notes and personal information,
thus leading to enhanced experience
throughout their journey.
BETTER CUSTOMER RETENTION

6.
Implementation of financial CRM
unifies the marketing, sales, and
services efforts in one system meaning
there’s no need for employees to sift
through emails or check multiple
platforms looking for the answer to a
quick question.
AMPLIFY ADVISOR PRODUCTIVITY

7.
A financial CRM provides a unified view
into the customer data with a single
system. Any employee across the
organization can easily access a customer
profile to quickly get up to speed on an
account.
SPEED-UP PROCESSES

8.
As an intelligent tool, facilitates a single
view of every customer account. It keeps a
track of every customer action, right from
making interaction with a service offering to
request more information about a certain
type of loan.
LEVERAGE 360-DEGREE VIEW OF CUSTOMER DATA

9.
CONCLUSION
One time investment in the implementation of CRM for financial
advisors yields long term profits. All in all, it enables them to meet
evolving customer demands as well as optimize technology
investments.

10.
THANK YOU
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