Sponsored by NexJ Systems
The pandemic has changed how clients wish to interact with their advisors. Clients expect advisors to understand who they are and have personalized engagements. The key to this differentiated client experience is:
- Meaningful client-advisor engagement
- Automated onboarding
- The application of AI and next best actions
Download this free Celent report to understand how your advisors will be more successful with a wealth management specific CRM contained within an integrated advisor desktop.