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CRM for Financial Advisors: A Key Enabler in Revitalizing Businesses Post COVID19 Crisis

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.

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CRM for Financial Advisors: A Key Enabler in Revitalizing Businesses Post COVID19 Crisis

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

  2. AGENDA 1 2 3 5 • Introduction • Benefits of Leveraging CRM Software • Orchestrating Digital Transformation • Advisor Empowerment • Refining Scale And Omni-channel Servicing • Transforming Organizational Workflows • Conclusion 3

  3. Introduction 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.

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

  5. ORCHESTRATING DIGITAL TRANSFORMATION Adopting a CRM for financial advisorsenables 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.

  6. ADVISOR EMPOWERMENT IS THE KEY 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.

  7. REFINING SCALE AND OMNI-CHANNEL SERVICING 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.

  8. TRANSFORMING ORGANIZATIONAL WORKFLOWS 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.

  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.

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