CRM Software Financial Advisers

Financial advisers CRM software is used by financial advisors to capture the contact information of their customers as well as their financial information. The software also captures the specifics of the customer’s interaction with various advisors and other members of the team in the business. Using a CRM software is very crucial for any organization relating with its customers as it allows the organization saves their customer information on a database, making it easy for company personnel to access, manage, and organize the information. Apart from storing customer information, financial advisers CRM software also automates routine tasks, analyze data, and monitor productivity and performance of the company. This makes it easy to make a report that will help the company adjust its strategies to fit new trends. Some standard features of financial advisers CRM software include interaction tracking, activity tracking, customer data management, workflow automation, client segmentation, and analytics and reporting. Some primary considerations that should be made before choosing a financial CRM software are its ease of integration with other systems and if it is an on-premise or cloud-based software.

PAT Grid™ for CRM Software Financial Advisers

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PAT Index
Measures how well the product or service is performing.
Rating Index
Measures how the product or service is rated in comparison to other products.
 
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CRM Software Financial Advisers
PAT Index™
 
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88
 
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95
 
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83
 
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82
 
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47
 
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46
 
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46
 
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45
Top Five
PAT Index™
 
1
PractiFI
 
2
Freshsales
 
3
Wealthbox
 
4
Tamarac CRM
 
5
Junxure
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