Maximizing Client Value in Tough Economic Times: How Wealth Managers Can Use CRM to Deepen Client Relationships in a Downturn (with Wall Street & Technology)
on-demand webcast
During tough economic times, investors track their portfolio performance more closely than ever. For wealth managers, it becomes crucial to maintain a close relationship with their customers and better understand their needs, so that they can determine how best to serve and retain these key clients. By using CRM as an integrated hub that gives financial advisors instant access to rich information, wealth management firms can equip them to take a more proactive and personalized approach to relationship management, ensuring that valued customers are kept happy and loyal through times of uncertainty.
In this webcast, Wall Street & Technology editor Melanie Rodier, Jason Rushforth, Global Vice President of Financial Services, CDC Software's Pivotal CRM, and leading industry experts as they discuss how financial institutions can look to technology in times of market volatility to build long-lasting relationships with key clients and enhance profitability.
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