Drive Efficient Client Relationships - Using CRM to Focus on Clients and Generate Lasting Value
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Overview: In an industry with decreasing product differentiation and increasing client sophistication, financial services firms are facing an uphill battle to make themselves and their products stand apart from the competition. However, by employing a customer centric business strategy that focuses on your customers’ needs and preferences, your organization can begin to move ahead of competitors facing the same pressures.
Learn general guidelines to help you navigate through all of the changes required to transform into a client-focused organization. While not an exhaustive discussion of how to succeed with CRM, this set of guidelines will provide you with a starting point to guide your research as you consider how to deal with similar challenges.
In this whitepaper, learn how CRM is more than building contacts and managing address books: it's about building relationships and understanding and growing customer value—a key goal for many financial services firms.