Blog Client Relationships Decision-making Financial Services 
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.
Red Star Kim
NOVEMBER 2, 2023
Importance of collaboration for cross-selling Only 29% of non-Activators frequently introduce clients to other colleagues in their firms (Cross-selling) —compared with 73% for Activators, who sell the collective “we” of their firms rather than just the “me” of their personal expertise. The firm has grown from $800 million to $1.8
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ACT
AUGUST 24, 2022
No matter what size your business is, chances are you can benefit from better efficiency through marketing and workflow automation as well as easy access to all of your client information in one place. Forrester Research reports that financial advisors can improve prospect-to-client conversion rates by up to 300% when they use CRM.
Insightly
SEPTEMBER 19, 2023
However, there are some general strategies by industry/vertical that we will examine in this blog post. An efficient e-marketing and customer relationship management strategy is practically a necessity for nearly any kind of modern business. CRM enables these firms to manage and nurture these relationships effectively.
Insightly
SEPTEMBER 19, 2023
However, there are some general strategies by industry/vertical that we will examine in this blog post. An efficient e-marketing and customer relationship management strategy is practically a necessity for nearly any kind of modern business. CRM enables these firms to manage and nurture these relationships effectively.
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. Some people will believe that they are experts at selling.
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? For every organisation, the customer is at the core, from offering the best service to ensuring they are offered the best financial advice.
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