Over 70% of wealth management executives expect to maintain or increase current budget levels for CRM technology over the next three years. Join our webinar to learn more about the future of CRM technology spend and to understand the CRM vendor landscape and the attributes that define a “best-in-class” CRM technology.
Customer relationship management (CRM) serves as a unifying technology and provides a number of productivity benefits. CRM software maintains client and prospect demographic information, tracks firm and advisor interactions, and supports sales force automation. Over 50% of wealth management firms report that the greatest hurdles to achieving revenue goals are limited new client acquisition and limited expansion of existing relationships. High-net-worth clients report that dissatisfaction with service is a primary reason for switching to another wealth management firm.
More than two-thirds of wealth management firms ranked using technology to increase advisor productivity and client engagement, and mastering a multichannel delivery platform as highly important. Given these two issues, CRM technology clearly serves as an important enabler of increased productivity and client service. And CRM projects are at the top of many firms’ strategic technology initiatives.
This webinar will help members improve their CRM capabilities by:
- Reviewing the current market for CRM applications and forecast of future wealth management industry spend
- Exploring emerging technologies in the CRM technology space
- Providing an overview of vendor solutions and capabilities
- Defining best-in-class CRM solutions
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