A new survey of broker-dealers highlights the extent to which their firms rely on back-office technology to manage and improve advisor relationships, while at the same time revealing broad dissatisfaction with the solutions that firms have currently deployed.
Of the broker-dealers polled, 85% said that a customer relationship management (CRM) system is a critical element to maintaining communications and workflow between the back office and the advisors, according to SalesPage, the Kalamazoo, Mich.-based CRM provider that conducted the survey.
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