Bridging the customer relationship void
Rachel Gordon investigates how brokers can use technology to stay closer to clients and to spread knowledge across the business.
Ask any broker if they would be interested in a process that brings together useful information about customers, sales, marketing effectiveness, responsiveness and market trends and many will show interest. Yet if you want to see a broker's eyes glaze over then mention three letters: CRM.
Perhaps this is because customer relationship management conjures up images of hugely expensive and complex technology, of vast servers and techies, of call centres and financial services conglomerates as well
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