Practifi reposted this
Maintaining clean, actionable CRM data isn’t just a nice-to-have—it’s essential for advisory firms aiming to boost efficiency and client satisfaction. Our Head of Product Strategy, Tim Highland, connected with Wealth Solutions Report to discuss how firms can optimize their CRM for maximum value. “Before archiving or deleting records, think about whether there’s an opportunity to re-engage the people reflected in the records,” Tim advises, urging firms to take a proactive approach to data maintenance. Read the full article to get actionable tips on making the most of your CRM! https://hubs.la/Q02Wk2rQ0 #FinancialAdvisors #DataManagement #RIA #WealthManagement