Regulatory changes forcing CRM to the periphery - survey

Software and services firm Dunstan Thomas says there are huge amounts of client data already sitting on IFAs’ books, but without proper CRM new business opportunities may be missed. 41% of financial services providers surveyed said they put CRM on the back-burner to focus on issues such as building extranets, IFA portals, and point of sales systems, the survey says. Other reasons cited include the need to prepare for new business from mortgages and general insurance. Despite the poor outlook for CRM this year, the survey also reveals that most providers also recognise the value the...