ForceManager, ERISApedia.com Launch Tool That Combines Plan Data With CRM
It integrates Form 5500 data with a customer relationship management system.
Tag: customer relationship management
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.
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.