CRM software is old-school but still a trouble spot for many advisers
T3's Bruckenstein says more than 20% don't use it, while another 20% think they do but really don't.
Customer relationship management software is not considered cutting-edge by many financial advisers, but it remains a stumbling block that leads to trouble with work flows.
For a lot of independent advisers, especially those running smaller firms, just the notion of technology can seem so overwhelmi
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