CRM FOR FINANCIAL ADVISORS: A KEY ENABLER IN REVITALIZING BUSINESSES POST COVID19 CRISIS
AGENDA
1
Introduction
2
Benefits of Leveraging CRM Software Orchestrating Digital Transformation
3 5
3
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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