Technology Trends Every Agent Should Know - InsuranceNewsNet
Technology Trends Every Agent Should Know By Paresh Shah Every American knows how critical video meeting platforms like Zoom have been holding our families and workplaces together in the past year. For many financial advisors, learning how to use such programs was the push they needed to catch up with a key technological trend. Carry that momentum forward into 2021 by exploring and adopting nine key technological and digital trends into your firm. Customer Relationship Management Customer relationship management (CRM) systems allow advisors to store client data in a centralized location that ...
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