Top 5 CRM Functions You Might Be Ignoring

June 13, 2019

Learn how you can work smarter, be more proactive and create a consistent client experience during this on-demand webinar, developed in association with Redtail CRM.

Your CRM is the true “client hub” of your firm. But are you maximizing its potential?

During our on-demand webinar, we’ll show you how the data in your CRM can give you a 360-degree view into your client base while helping you streamline your business. 

We discuss:

  • How to customize your CRM and track what matters to your firm.
  • Why your notes and activities can help show your value and document for compliance reporting.
  • How to track referral sources and COIs for future marketing efforts.
  • Why your CRM can help you be more proactive and organized.
  • How to create scale and consistency to help eliminate dropped balls.

Whether you use Redtail or another CRM, this on-demand webinar can show you how to make the most of this valuable business tool.

Register For the On-Demand Webinar and Watch When You Can

For more information, contact an SEI representative at 888-734-2679.

Legal Note

Information provided by Independent Advisor Solutions, a strategic business unit of SEI Investments Company (SEI).

SEI and Redtail are not affiliated. Opinions expressed by them are their own. SEI cannot guarantee the accuracy or completeness of the information presented by independent third parties and assumes no responsibility or liability for any incompleteness or inaccuracy.

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