CRM Solutions - Interoperability with Existing FO Systems
Overview
Family offices and wealth advisors have a greater need for integrated CRM solutions enabling them to:
- deliver consistently exceptional and highly personalized service
- seamlessly coordinate cross-functional activities
- manage multifaceted relationships among the families they serve and their trusted advisors
In this webinar, Chris Martinez, CFP® of Oakbrook Solutions will focus on key considerations for:
- assessing needs, readiness, and selecting a CRM solution
- integration and interoperability of existing CRM systems within the family office
- maximizing adoption and benefits of an integrated CRM solution
Additionally, Sue Devlin of Pitcairn and Ed Wright of Piedmont Trust will share perspectives on their CRM implementations and highlight lessons learned.