Report: Independent Advisors Advised to Leverage CRM Systems to Increase Productivity

Charles Schwab Corporation, a provider of financial services, has released a new report entitled “Customer Relationship Management Best Practices: Getting the Most out of your CRM Investment,” which outlines best practices for planning, selecting and implementing customer relationship management (CRM) systems and also offers guidelines on how to efficiently utilize CRM tools and successfully navigate the implementation process. The report shows how CRM can facilitate independent advisors to increase their productivity as well as enhance client service...

TMCnet: Report: Independent Advisors Advised to Leverage CRM Systems to Increase Productivity