UNAPEN, Inc. Integrates its ClientLogix CRM product with Laser App Software to Advance Asset Manager Work Flow
Over the last decade, CRMs have become an integral part of core RIA infrastructure. Its uses, look and usability vary widely with each CRM and RIA. If your company is thinking of changing CRMs or optimizing the use of your current CRM, then I highly recommend delving into the 5 components that have been outlined in this article. They will be the key to the future success of your CRM and your business.
Wrap/SMA managers are often dissappointed with CRM options, ClientLogix is tailored for these managers.
ClientLogix CRM links with your telephone system to proactively retrieve client records before you answer the phone, thereby increasing cient service and satisfaction. Then helps you schedule activities via iPad, iPhone, Android and BlackBerry.
Investment managers need modern tools that are smart and easy to use in order to keep up with increasing mountains of data.
Advisors using ClientLogix are poised to not only weather the current market turmoil with higher client retention rates, but also are aggressively acquiring new clients because they are able to provide superior client service and relationship management with less effort.
UNAPEN CEO Joe Walker directing discussion on SMA Compliance in Boston. Focus will be on key compliance and regulatory issues affecting the SMA market including SEC oversight and audits, trade rotation, best execution and outsourcing back office functions.
UNAPEN showing MMI attendees how ClientLogix CRM can improve SMA/UMA distribution channel management, sales tracking and relationship managment.
UNAPEN co-sponsoring SMA seminars by 3C Financial Partners in 6 cities across the USA this June.
Joe Walker discusses best practices and technology solutions/trends for Institutional client reporting as well as SMA Sales, Marketing and Administration at the New York FRA Tech-Ops conference.