Sponsored by Salesforce
While advisors agree that customer relationship management (CRM) and goals-based planning software are among the most important digital tools available to them, many fail to unlock the full potential of these platforms.
To do so, advisors must integrate these tools, allowing a two-way exchange of information. In return, they gain access to actionable insights, increased efficiency and an opportunity to build stronger client relationships.
Read this white paper to learn more about how advisors and clients can benefit from integrating CRM and goals-based platforms.