CRM Snapshot: Adviser Use, Satisfaction and Cost

Segal, Spenser
January 2010
Journal of Financial Planning;Jan2010 Practice Management, p8
Academic Journal
The article provides information about customer relationship management (CRM) software. It states that there are several CRM solutions available to be used as adviser software solutions including the most popular Junxure, ACT! and Redtail, which was followed by proprietary software offered by a firm or broker-dealer. It also notes that by choosing CRM, the user can spend an average of two to ten hours a week in learning the function. It mentions that with regards to its satisfaction rate, advisers reported that they are satisfied with the CRM software with only one out of five reports on the dissatisfaction of the software.


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