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Many financial advisers don’t realize just how much money they are leaving on the table by not having CRM software in place. Even those who do have the software in place aren’t maximizing all of the key benefits it has to offer. CRM software can help transform sales, marketing and service all in one convenient package. Let’s explore these 3 ways For financial advisers to improve business with CRM software.

It logs notes from important communications.

One of the most important things you need to consider as a financial adviser is making sure that all of your team members are on the same page. Maintaining accurate notes relating to prospects and current clients can help your team work more efficiently, even if everyone isn’t in the same location. This tool lets different team members pick up where the other one left off.

The last thing a client should have to deal with is going through the same things with multiple people in the organization. They should be able to tell one individual what they want and have everyone working on their account know the same information. Not only will this minimize frustration and hassle, but it keeps everyone working on the account abreast of any changes. When people are able to log in and see what’s going on, they can quickly pick up where the other individual left off and get to work on the next phase of their financial investments.

You can set up reminders.

As a financial adviser, you are constantly dealing with an assortment of different individuals at any given point in time. With each account being different, it isn’t always easy to remember who has what going on and when. The last thing you want to do is deliver poor customer service to any of your clients. You want to make sure they feel like they are important and valued. Appointment reminders will do just that. They let you implement reminders into the client account for upcoming changes that need to be made. This alert will signify that you need to take action.

By setting up reminders in each client’s account, you can cut down on making any key mistakes in managing their portfolios. Set reminders for such things as when a client should take out funds from their retirement account or when they should look into taking funds out of their accounts to pay for college.This prevents any lapses in communication or lost investment opportunities.

It keeps clients informed of what’s going on.

With CRM software, you can easily document everything going on within a client account and send the report on to them in no time. This lets them know what is going on with their investments and helps them to determine if there are any changes they would like to make. With everyone on the same page, you can make sure your clients are consistently getting what they need.

Clients like to see reports detailing their figures. It makes them feel like they are in control of what is going on and part of the decision-making process. They want to be involved. Now, you can help them do just that by using the proper tools and techniques to make everyone successful with CRM software.

Regardless of whether you already have CRM software in place or you are looking to add it to your firm, you need to make sure you are using it to your advantage as much as possible. Otherwise, it isn’t going to do you any good to have the software in the first place. To find out more information about the benefits of CRM software, contact us today.

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