Building good relationships with customers and leads should be every business’ priority. If Financial Advisors want to succeed, it is imperative to treat them more than just a sales opportunity.
My-insurer has done a survey to its 1,015 Financial Advisors and here are the results on why having a CRM is critical for Financial Advisors business
1. Store all your information
Financial Advisors may not necessarily remember a customer from one year ago. Their staff or admin executives may not know the other customers that your staff interacted with.
With CRM, Financial Advisors can collect and retain their customers’ information all in one place, making it a powerful tool. What they said is that will Wellnex, Financial Advisors can view all clients’ basic information, chat messages, ongoing promotions and campaigns all in one platform. Not only does this improve efficiency, it also enables Financial Advisors to create a better experience for their customers.
2. Improve communication
CRMs enable Financial Advisors to segment their marketing posts, helping them to tailor offers and messages to each audience. This makes communication with Financial Advisors audience more effective, which give to everyone a a better experience ! Wellnex has various tools built for effective communication, such as segmenting posts based on birthdays, which is an important and special occasion that Financial Advisors do not miss!
3. Better client retention
The Wellnex CRM system help Financial Advisors sustain their clients by encouraging them to keep patronising them. This can be in the form of a rewards program, email, or even follow-ups. After all, it is easier to keep an existing, satisfied customer than to acquire a new one! By incentivizing their customers to keep coming back to Financial Advisors, they also have a stable stream of income.
4. Easier data compliance
Wellnex is one of the 36 companies in Singapore that is DPTM certified by IMDA which create confidence in data management for Financial Advisors. .
PDPA is important as it protects the personal data of individuals while enabling companies to collect, use and disclose these information for reasonable purposes. As a small company, Financial Advisors may run the risk of a data breach if they collect data on your own, and a small mistake can be very costly. Hence, it is much more cost efficient to leverage on a CRM that is trustworthy and DPTM certified, like Wellnex.
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Digitalising Financial Advisers