Transitioning data and configuring new technology have been named the two greatest difficulties when switching customer relationship management software, according to research conducted by Jigsaw Tree.
The business support firm asked 33 adviser firms about the issues they face by transitioning or changing customer relationship management (CRM) technology. While data transitioning and configuring the...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till