The customer relationship management tool assists companies to deploy customer success platforms to forge stronger client relationships. Also, it supports various functions making things easier for the financial advisors. Read More: https://www.articleted.com/article/334145/70938/Leverage-CRM-For-Financial-Advisors-to-Deliver-World-Class-Customer-Service

1. CRM SOFTWARE - FUNCTIONS

2. Managing Claims
Functions of CRM Software
 Unified Customer View and Data Management
 Enhanced Customer Interaction
 Improved Client Opportunities
Conclusion
AGENDA
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5
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3. CRM Software is a dynamic platform
providing a 360-degree view of customer
data, allowing the agents and financial
advisors to make data-driven decisions. It
facilitates multiple functions making things
easier for the employees, call center
agents, and financial advisors.

4. FUNCTIONS OF CRM SOFTWARE
Unified
Customer View
and Data
Management
Enhanced
Customer
Interaction
Improved Client
Opportunities

5. The financial CRM software has
document management capabilities
inbuilt. It empowers companies to
centralize documents, organize portfolio
data, performance database, and store
important documents into a central
easy-to-use database.
UNIFIED CUSTOMER VIEW AND DATA
MANAGEMENT

6. The software provides granular visibility
into the customer journey allowing the
financial advisors to take a customized
approach. They can implement an
effective marketing strategy by
personalizing interactions with customers
via email, SMS, and social media
channels.
ENHANCED CUSTOMER INTERACTION

7. The financial advisors can concentrate
more on customer-centric processes by
deploying the CRM software. They can
manage their leads, track potential clients,
generate extensive reports and gain
predictive insights.
IMPROVED CLIENT OPPORTUNITIES

8. CONCLUSION
CRM software has eased the operations for the financial advisors
by providing a detailed overview of the customer data. It makes
processes simpler, faster, and accurate by streamlining their front,
middle, back-end tasks.

9. THANK YOU
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