Feeling overwhelmed by the process of selecting a CRM solution for your firm?

You’ve been told that with the right CRM, your financial services firm can be more efficient with its operations, more organized with generating and tracking leads, and that you will able to improve client retention.

So, the pressure is on and you need to choose the perfect CRM. Where do you start?

Watch this recorded webinar to walk through examples of the process firms have used to choose the right CRM for their business.