How is a wealth management CRM system different from a standard CRM system?

Recent blogs have discussed the differences between “Bespoke” CRM and “Customisable off the Shelf” (COTS) CRM software. Back in April, I suggested that Bespoke CRM made sense in a few, very specific scenarios. This month we are looking at what Wealth Managers and IFA’s need from their

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Checklist for improving user adoption in CRM

I recently attended a psychology lecture at Manchester Met Uni. So what’s this got to do with user adoption in CRM? Well – the answer is “a lot”. Generating the right environment for the individuals in your CRM user community to change their behaviour and start using

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How to reduce risk when choosing & implementing CRM

For many businesses, Customer Relationship Management, as a strategy, is considered the pinnacle of successful, sustainable and profitable long term operation. Effective execution of this strategy is supported by a piece of software to manage people, processes and business insights. But in a world of increasingly complicated

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