Wells Fargo, Advisors Say Rollout of New Tech Tool Is ‘Big Win’
Recently launched dashboard brings different applications together so advisors have one view of client account information.
Lesson Learned: One New Piece of Tech at a Time
Goal: Add software to become more efficient. Challenge: Adding more than one at a time can slow you down.
Junxure Cloud CRM Unleashed
Junxure announced the general release of its cloud-based customer relationship management solution for financial advisors.
RIAs Aren’t Using CRM to Full Potential: Schwab TweetUp
RIAs are missing opportunities to use CRMs for everything from business analytics to social media, according to a Twitter “TweetUp” moderated by Schwab Advisor Services.
Advisor Group Indie BD Network to Roll Out Salesforce.com CRM
The Advisor Group technology launch brings Salesforce Sales Cloud, Service Cloud and Chatter to nearly 5,000 advisors from FSC, Royal Alliance and SagePoint.
ByAllAccounts, Redtail Join in Tech Partnership Expanding Access to Client Data
ByAllAccounts and Redtail Technology announced a partnership that will give advisors easier access to a client snapshot that combines client relationship management (CRM) software with clients’ account data.