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.
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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.