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Technology Solutions Guide an Evolution in Wealth Management
Wealth management firms are focused on increased productivity and experience in 2022 – and they’re relying on technology to get them there.
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1An Evolution in Wealth Management Read more
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2The more productive employees are, the better they serve customer needs. Read more
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3They need help understanding how to achieve them in the near term Read more
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471% of firms already use CRM software. Read more
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5Most firms that use CRM software would also like to do more with it Read more
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6Integrating CRM software with technology solutions that offer real-time metrics on productivity. Read more