Tag: data-collection

How do you build a CRM step by step?

A customer relationship management (CRM) system is an essential tool for businesses of all sizes. It assists in keeping track of customer information, interactions, and analytics that can be utilized to enhance customer service and increase sales. Constructing a CRM system can be an intimidating task, but with the right steps, you can have it […]

What are the 3 primary goals for the CRM process?

Customer relationship management (CRM) is an essential business process for any company that wants to build strong customer relationships and increase customer loyalty. It involves a range of activities, from tracking customer interactions to developing strategies for customer retention. But what are the primary goals of the CRM process? In this article, we’ll explore the […]
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Turn Onboarding Into a Data-Collecting Adventure Through Automation

First impressions matter. A poor onboarding process can set the wrong tone – for wealth managers trying to grow their assets under management (AUM) — and for clients who entrust their assets to someone new. Leaders in digital transformation at wealth management firms are seizing on this fact, with nearly half saying their biggest tech investment […]