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  5. Video Summary: CRM Solutionscape: Empowering Wealth Managers for Growth and Efficiency

Video Summary: CRM Solutionscape: Empowering Wealth Managers for Growth and Efficiency

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20 August 2024
Ashley Longabaugh
Keith Raymond

The adoption of a CRM solution can significantly impact a financial institution's ability to grow its customer base, improve service delivery, and operate more efficiently.

This video is a summary of the upcoming wealth management report, a solutionscape on CRM providers. The report was written in conjunction with Celent’s insurance team.

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