How can a CRM like ClientLogix drive asset growth and retention?

July 2, 2012 David Gemma No comments exist

 Client Service is the Key!

Consider this common client service scenario:

  • A wealthy client calls with questions about her portfolio.
  • Your staff member, Thomas, hasn’t spoken directly with this client previously.
  • ClientLogix CRM pulls up the client record for Thomas before he even answers the phone .
  • He immediately has access to her entire portfolio as well as notes from previous conversations and written correspondence at his fingertips.
  • Thomas is able to handle the client’s inquiry efficiently and knowledgeably because he is able to provide the requested information immediately over the phone instead of having to call her back after searching through 5 different systems and a network directory.
  • In addition, Thomas sees the client hasn’t been out to lunch with her advisor in 6 months and schedules a meeting on the spot.
  • ClientLogix CRM automatically emails a thank you note to the client as well as sends a notification to the advisor’s iPad regarding the lunch meeting.
  • The advisor accepts the meeting and sets up a meeting reminder for 1 hour prior to the meeting.

Your client is so pleased with the level of service she received, she recommends your firm to her son and best friend.


David Gemma is a Managing Director and CMO at UNAPEN, Inc. (What’s a UNAPEN?)

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