The Traderszone Network

Published in TZ Latest News 5 September, 2014 by The TZ Newswire Staff

CRM Will Keep You Connected With Financial Clients

In 1990, New York Telephone launched an ad campaign featuring a jingle that proclaimed, “We’re all connected.” The jingle’s proved to be prophetic. Today, with the Internet providing the means, we’re all connected. And smart financial advisers use this connectivity to their advantage with CRM (client relationship management) software. Advisers can use CRM software to manage a firm’s interactions with current and future customers.

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