What to Look for in a CRM System - 6 Tips for Financial Advisors

What to Look for in a CRM SYSTEM 6 Tips for Financial Advisors Advisor-focused features right out of the box Deep, multi-level integrations with the programs and custodians you already use Advanced workflow automation tools from an industry leader On-demand, integrated e-learning resources to drive firm-wide adoption Experienced staff of financial professionals one phone call or email away The best technical support in the industry JUNXURE CLOUD