Financial Planners: The key to a good CRM system
- Tuesday, 28 June 2016
- Insight & Analysis
![Feature from latest Financial Planner magazine](/media/k2/items/cache/fffe419466b1e45818f69035c4d17eca_Generic.jpg)
Financial Planning businesses play host to a plethora of data from fact finds, application forms, CRM systems and platforms but are planners taking full advantage of the potential of technology to improve efficiency?
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