Increase customer acquisition and retention: using CRM to grow

Financial advisors face a critical challenge: embracing new technologies to remain relevant to younger, tech-savvy consumers. Although 70% of new business is based on referrals, 81% of consumers turn to online research first, underscoring the need for robust CRM systems. Additionally, studies show that as many as 88% of heirs don’t consider their parents’ financial advisors when they receive an inheritance.

In our upcoming webinar, Tim Welsh, CEO and Founder of Nexus Strategy, will host James McClenahen, CFA, Senior Director of Product Development, and Kyle Fleming, Senior Manager of Product Management at SS&C Advent. Together, they will share their insights on how a solid CRM can easily impact a firm’s growth strategy. They will reveal how easy-to-adopt CRM technology can enable advisors to connect with new generations who value personal advice and digital convenience to attract and retain clients, ensuring sustainable growth for your practice.

During this webinar you will gain valuable information, including how to:

• Use your CRM solution to reach younger customers where they are now—when they are starting to accumulate assets.
• Reduce consulting costs and reduce maintenance costs.
• Develop new ways to invest in future growth by leveraging customer data that helps you understand their needs.
• Implement a CRM platform and improve your onboarding process, collect more detailed data, and create a personalized experience.

Applications for CE CIMA®, CPWA® and AEP® credits have been submitted and approval is pending.

SPONSORED BY

Kyle Fleming, Financial Analyst
Senior Product Manager
Advent SS&C

Timothy D. Welsh, CFP
President, CEO and Founder
Nexus Strategy, LLC

James McClenahen
Director of Products and Development
SS&C Salentica