A customer relationship management (CRM) system is a software application that helps businesses manage and track their interactions with customers. It can be used to track sales leads, manage customer accounts, and provide customer service. A CRM system can help businesses improve their customer relationships and increase their sales.
For wealth management firms, a CRM system can be a valuable tool for managing client relationships. A CRM system can help wealth managers track client data, manage client portfolios, and provide personalized customer service. This can help wealth managers build stronger relationships with their clients and grow their businesses.