Salesforce

Unlock strategies that lock in more business.

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Unlock strategies that lock in more business.

Top financial services marketing strategist April Rudin knows what it takes to gain a competitive edge. Take advantage of her industry expertise as she outlines:

  • How to boost loyalty and convert more leads into clients
  • Smart ways to earn greater wallet share
  • Digital capabilities every advisor needs to drive revenue and operate compliantly
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With proven Salesforce CRM technology customized for wealth management, you can be more successful even faster. This report covers six distinct strategies for growing your AUM and shows you how to:

  • Aggregate critical information from multiple systems
  • Engage clients using social, mobile and cloud technology
  • Build deeper relationships with clients, their family, and trusted advisors
 
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