Case Study: Puente and SugarCRM Professional.What are Common Features of CRMs for Financial Advisors?.To help you choose the best financial CRM, this guide will compare common features and benefits, provide tips for creating executive buy-in, and present a case study of a market-leading solution. Managing compliance with stringent industry regulations and legal restrictionsīringing disparate tools and visibility of customer portfolios into a centralized system Minimizing customer attrition and maximizing revenue Financial services CRM (customer relationship management) software is designed to address the following unique challenges of the financial sector: As a result, financial advisors work according to different priorities than traditional customer advisors. Instead, clients entrust their financial resources into the care of another - electing a particular bank, investment firm, or insurance agency to be the steward of their assets. Unlike traditional business models, financial services doesn’t involve a direct exchange of payment-for-product or payment-for-services. TechnologyAdvice Guide to Financial Services CRM Updated: March 11, 2022
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