Investment Product and Service Launches
Orion client portal connects with Redtail CRM; Thrivent adds new Multi-Year Guarantee Annuity; VIU by Hub launches mobile app and...
Tag: CRM
ForceManager, ERISApedia.com Launch Tool That Combines Plan Data With CRM
It integrates Form 5500 data with a customer relationship management system.
AI Being Used in the Retirement Planning Industry
Chatbots, automated voice services, smart CRM systems and data mining are the main ways that retirement plan advisers today are using artificial intelligence.
LPL Includes Wealthbox CRM in Vendor Affinity Program
The program’s aim is to help advisers streamline their practices.
Ameritas Launches New Retirement Plan Platform
It offers a comprehensive array of tools to help advisers serve retirement plan sponsors.
Lincoln Investment Adopts ionlake’s FINRA-Compliant Texting Solution
The messages will be compliant with FINRA regulations and Lincoln’s own internal broker/dealer controls.
Redtail Technology Adds AI to CRM System
The system analyzes emails, notes and text messages to predict client needs.
AdvisorEngine Acquires CRM Provider Junxure
The move enhances AdvisorEngine’s open architecture system and connects disparate technologies.