CRM & Marketing Automation Guide for
Financial Services

Providing a more personalized client experience

The financial services industry is a people-driven sector, with advisors relying on healthy client relationships to fuel their bottom line. With the average financial advisor handling anywhere from 50 to over 200 clients, the deck is stacked against advisors looking to provide clients with a personalized experience.

This is why CRM has quickly become the most valuable software among financial planners and advisory companies to help improve sales, efficiency, and, of course, customer satisfaction. While independent advisors and financial institutions alike continue to scrape the surface of CRM technology, those who master the capabilities of their CRM software can set themselves apart from the crowd and develop customer experiences that leave them comfortably ahead of the curve.

Download this free guide to learn how CRM and Marketing Automation can help set your financial services business ahead of the curve.

Financial services chapter2 of ebook for professional services at Act!