Keeping in touch means profitability!
"Relationship management" is the one of the
new buzz words of today's technology world but in today's world, instant access to contact
information is critical to a successful investment practice.
In the 1970's and 1980's, relationships were managed by an address book,
file cabinet or the old "one card system." The problem was, you couldn't
find the information you were looking for in a timely manner and key contacts often fell
through the cracks, literally!
Contact management software allows the user to: