CRM for Financial Advisors: A Key Enabler in Revitalizing Businesses Post COVID19 Crisis

CRM FOR FINANCIAL ADVISORS: A KEY ENABLER IN REVITALIZING BUSINESSES POST COVID19 CRISIS

AGENDA

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Introduction

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Benefits of Leveraging CRM Software  Orchestrating Digital Transformation

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 Advisor Empowerment  Refining Scale And Omni-channel Servicing  Transforming Organizational Workflows Conclusion

Introduction

The financial services industry has been a hyper-sensitive sector. Companies operating in this sector face the challenges posed by Fintech disruptions, revenue, and fees compression pressures, changing business models, as well as increasing client models.

BENEFITS OF LEVERAGING CRM SOFTWARE

Orchestrating Digital Transformation

Advisor Empowerment

Refining Scale And Omni-channel Servicing

Transforming Organizational Workflows

ORCHESTRATING DIGITAL TRANSFORMATION

Adopting a CRM for financial advisors enables the companies to seamlessly access data at every touchpoint and make informed business decisions. It allows them to innovate existing business models, achieve operational excellence, and experience an altogether different level of agility.

ADVISOR EMPOWERMENT IS THE KEY

A financial service CRM enables the financial advisors to get a holistic view of their client’s information and get realtime updates about their activities thus helping them to create that hyperpersonalized bond that their client is looking for.

REFINING SCALE AND OMNI-CHANNEL SERVICING

Automating processes like account transitions, account opening, and esignatures helps in reducing errors and enhance the operational scale. Also, CRM for financial advisors has eased the process of managing disruption by enabling close collaboration and putting clients at ease.

TRANSFORMING ORGANIZATIONAL WORKFLOWS

The leaders looking to scale new heights must decide between building focusedpoint automation and large-scale transformation. In such a case, implementing a CRM platform can help them strike a perfect balance between the two.

CONCLUSION

Summarizing it all, the financial services industry has welladapted to the disruption created by the novel Coronavirus and is therefore embracing technologies like CRM for financial advisors.

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