In spite of the overall popularity of customer relationship management software, those who took part in Financial Planning’s 2015 exclusive tech survey of financial advisors indicated that they need better technology to help them with two challenges in particular: streamlining workflows and improving time management.

Yet CRM systems are well-known for addressing both these issues. That leads us to wonder, again, if all our readers fully appreciate what a CRM system is.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access