Estimated reading time: 0 minutes, 21 seconds

ActFi Launches CRM Selection Service

For advisors, selecting the most appropriate customer relationship management systems can be a complex undertaking, so ActFi has rolled out a new service to simplify the process. So reports the Nerd’s Eye View blog by Michael Kitces.

The Personalized CRM Selection Tool takes advisors through a series of questions to assess financial planners’ specific needs and then recommends a shortlist of three products.

Read the full article from Nerd's Eye View.

Read 4781 times
Rate this item
(0 votes)

Visit other PMG Sites:

PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.