If you are in or around wealth management then CRM is a critical component to what you do. If it is not - you should stop by a CRM roundup webinar this Friday, February 12, 2010, presented by Andrew Gluck and Advisors4Advisors.com. I am presenting with Neal Quon and we will review the leading CRM providers for wealth managers.
Neal and I will cover the differences between hosted and non-hosted solutions, as well as why CRM should be important to you and how to embed it into your daily business operations. Vendors being discussed include:
We will review how these CRM systems match up with the business lines of wealth management practices, key features and key integration partners.