This event is predominately aimed at the private wealth sector, however the principles will apply to other financial, legal and professional services firms.
Comnexa has been implementing CRM solutions for financial services businesses for 5 years and a common observation during this period is that businesses are using a multitude of systems to accomplish the various stages of their client journey and this leads to inefficiencies, duplication of effort and failed attempts at internal collaboration.
In this demonstration we will demonstrate why it is desirable to centralise business functions into a central point of truth. We will cover:
This is far from being a 'tech' event and is relevant to anybody responsible for helping their business to find, win and ultimately keep clients and intermediaries.
This event is predominately aimed at the private wealth sector, however the principles will apply to other financial, legal and professional services firms.
Comnexa has been implementing CRM solutions for financial services businesses for 5 years and a common observation during this period is that businesses are using a multitude of systems to accomplish the various stages of their client journey and this leads to inefficiencies, duplication of effort and failed attempts at internal collaboration.
In this demonstration we will demonstrate why it is desirable to centralise business functions into a central point of truth. We will cover:
This is far from being a 'tech' event and is relevant to anybody responsible for helping their business to find, win and ultimately keep clients and intermediaries.
