Development of a CRM tool for financial planners

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C A S E S T U D Y A Minnesota based entrepreneur had devised an innovative method of personalizing each touch point with clients who were primarily ?nancial planners. This system allowed the ?nancial planners to contact their clients via personally “handwritten” notes, conveying the care and warmth that would be provided to their investments. This system provided for a low cost, high volume communication to be sent to clients in one’s own

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Case Study

Development of a CRM tool for financial planners

Development of a CRM tool for financial planners

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