A CRM Software is a dynamic tool that enables the firms to digitize and/or automate processes, customer services, and manage the organization efficiently. It facilitates multiple functions making things convenient for both the financial advisors and clients. Read more: https://vocal.media/journal/crm-for-financial-advisors-a-key-enabler-in-revitalizing-businesses-post-covi-d19-crisis

1. CRM FOR FINANCIAL ADVISORS: A KEY
ENABLER IN REVITALIZING
BUSINESSES POST COVID19 CRISIS

2. Introduction
Benefits of Leveraging CRM Software
 Orchestrating Digital Transformation
 Advisor Empowerment
 Refining Scale And Omni-channel Servicing
 Transforming Organizational Workflows
Conclusion
AGENDA
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3. 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.
Introduction

4. BENEFITS OF LEVERAGING CRM SOFTWARE
Orchestrating
Digital
Transformation
Advisor
Empowerment
Refining Scale And
Omni-channel
Servicing
Transforming
Organizational
Workflows

5. 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.
ORCHESTRATING DIGITAL TRANSFORMATION

6. A financial service CRM enables the
financial advisors to get a holistic view
of their client’s information and get real-
time updates about their activities thus
helping them to create that hyper-
personalized bond that their client is
looking for.
ADVISOR EMPOWERMENT IS THE KEY

7. Automating processes like account
transitions, account opening, and e-
signatures 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.
REFINING SCALE AND OMNI-CHANNEL SERVICING

8. The leaders looking to scale new heights
must decide between building focused-
point automation and large-scale
transformation. In such a case,
implementing a CRM platform can help
them strike a perfect balance between the
two.
TRANSFORMING ORGANIZATIONAL WORKFLOWS

9. CONCLUSION
Summarizing it all, the financial services industry has well-
adapted to the disruption created by the novel Coronavirus and is
therefore embracing technologies like CRM for financial advisors.

10. THANK YOU
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