TITLE

Technology to the Rescue

PUB. DATE
March 2009
SOURCE
Journal of Financial Planning;Mar/Apr2009 Practice Management, p16
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article presents statistics related to investment advisors who are interested in upgrading technology systems which will allow them to better communicate with clients, including business owners researching new customer relationship management (CRM) packages, those who have experienced increased calls from clients during the financial crisis, and those who send out standardized e-mails.
ACCESSION #
37007722

 

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