Customer Effective: Wealth Management Webinar

Please join Customer Effective team members, Brad Koontz and Kevin Wessels on June 20th at 2:00pm Eastern for a webinar focused on our Microsoft CRM platform for Financial Advisors.  A demo of our Wealth Management mobile solution, Advisor to Go, will be featured.

Click Here to Register! 


The Webinar will cover:

  • Mobility has changed how Advisors operate:  Access and manage daily activities and interactions with high net worth clients via your smartphone or tablet device.  See firsthand how top producers are efficiently managing and growing their practice while away from the office.
  • Current Trends in the Advisor Technology Landscape:  CRM has become the cornerstone of the Advisor's practice.  Find out how top-tier advisory firms are leveraging their existing investment in Microsoft Office, including Outlook and SharePoint, and integrating other technology systems with CRM. 
  • Wealth Management Firms are using CRM to grow AUM:  Hear how leading Broker/Dealers and RIAs are leveraging CRM to drive operational efficiencies in prospecting, onboarding, and portfolio review activities to gather more assets and offset increasing compliance costs.

 

Click Here to Register!