Tuesday, October 3, 2023
11:45 AM - 12:30 PM (EDT)
Client Engagement Track – CRM: How to Attain Agility and Efficiency in the Client Journey

The positioning of customer relationship management (CRM) systems in wealth management has developed significantly over the last decade, and CRM now encompasses a much broader set of functionalities. From its origins as the digital replacement of the humble Rolodex, the CRM has grown into the key hub for the orchestration of the client journey at wealth management firms. The awareness around the importance of the CRM system has increased too, and wealth management firms recognize the new centrality to these systems.             

This panel examines:

  • How leading practitioners are leveraging workflow-enabled CRM as the hub for the client journey
  • What this looks like across engagement touch points, service requests, and the generation of next best actions
  • Where the next advancements will come from, and what you can learn from leading providers’ CRM journeys
Andrew Besheer