Commonwealth Financial Network has released a revised version of its CRM 4.0 contact management system that includes two-way wireless synchronization, an updated Web-based calendar, a redesigned interface and other improvements based on feedback from independent investment advisors affiliated with the firm.
Commonwealth CRM 4.0 offers a more user-friendly experience for managing day-to-day tasks, said Michael Cano, Commonwealth advisor and founder and principal of Cano Wealth Strategies LLC, in a statement.
“Each piece of client information we need throughout the day is organized and managed via the new Commonwealth CRM,” Cano said. “The system has allowed us to transition to a paperless office and has drastically improved our office’s efficiency and productivity. Now, when a client calls, we can quickly look up the most recent letter, e-mail, or form we sent.”