Nutshell

MAY 21, 2024

Whether you’re a wealth management advisor, accountant, insurance broker, or financial representative, a solid tech stack is essential for your financial services business. Software for financial services companies helps to determine investment opportunities, identify risks, forecast returns, and much more.

Financial Services 71

Financial Services Software Software Cybersecurity 71

ACT

AUGUST 24, 2022

If you’re an independent financial advisor , you might wonder if you really need customer relationship management ( CRM ) software. Not only can this help you attract and nurture long-term client relationships , but it can also free up more of your valuable time to invest in growing your business. Here’s how!

CRM 52

CRM Financial Services Client Relationships Media 52

Insightly

SEPTEMBER 19, 2023

What Is a CRM strategy? A CRM strategy is a prescribed method of leveraging the various features of your customer relationship management system ( CRM ) to propel your business forward. CRM strategies vary widely by the particulars of your unique business and its operation.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

What Is a CRM strategy? A CRM strategy is a prescribed method of leveraging the various features of your customer relationship management system ( CRM ) to propel your business forward. CRM strategies vary widely by the particulars of your unique business and its operation.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Apptivo

JULY 13, 2022

CRM in financial planning helps financial advisors and companies manage their client relationships efficiently and effectively. Why Do Financial Advisors Need CRM? CRM for financial services does just this. What should financial advisors look for in financial CRM software?

CRM 52

CRM Financial Services Software Software 52

Red Star Kim

NOVEMBER 2, 2023

Over the past five years, the firm has trained over 500 partners, resulting in stronger client relationships and helping increase firm revenue. Every Sunday night, he writes three categories on a blank sheet of paper: client interactions, deal-specific action items and ways to engage prospects and clients.

Client Relationships 130

Client Relationships CRM Financial Services Decision-making 130

Red Star Kim

OCTOBER 16, 2023

Delegates included both partners and business development professionals (some with a banking background) from law firms (employment, criminal, disputes, offshore), accountancy practices (audit, forensic, insolvency and restructuring and financial services. Sharing some CRM horror stories felt like much-needed therapy.

Management 130

Management Emotional Intelligence Onboarding Communication 130