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Articles

Stay up to date with the latest issues, ideas and trends in the financial services industry. See blog posts from our experts below and register to have future updates delivered right to your mailbox.

June 17, 2015

What a CRM Really Costs

by Mark Nahlovsky The last four topics in this series focused on what a CRM can do – now it’s time to get to the heart of … Read more about What a CRM Really Costs

Filed Under: Articles, CRM, Technology

June 12, 2015

Welcome to Your Technology Hub

by Mark Nahlovsky Now that we have covered types of CRM programs and their Essential and Advanced functionality in my last … Read more about Welcome to Your Technology Hub

Filed Under: Articles, CRM, Technology

June 2, 2015

Breaking Down CRM Functionality

by Mark Nahlovsky CRM programs have been in existence for decades with the emergence of electronic rolodexes in the 80’s … Read more about Breaking Down CRM Functionality

Filed Under: Articles, CRM

May 26, 2015

What Kind of CRM Do You Need?

by Mark Nahlovsky CRM as Platform, Tool, or Module? Because technology continues to be a hot button topic for advisors, it … Read more about What Kind of CRM Do You Need?

Filed Under: Articles, CRM, Technology

November 25, 2014

Why [Software] Technology Fails to Deliver Results- Part II

by Spenser Segal Even firms who have gotten past the initial software implementation and implemented some written processes … Read more about Why [Software] Technology Fails to Deliver Results- Part II

Filed Under: Articles, CRM, Practice Management, Process, Technology

November 13, 2014

Why [Software] Technology Fails to Deliver Results- Part I

by Spenser Segal The investment was big, at least in terms of what you would typically spend as an organization.  The … Read more about Why [Software] Technology Fails to Deliver Results- Part I

Filed Under: Articles, CRM, Practice Management, Process, Technology

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