9. At The Center Of A Great Technology Strategy
Casey Patrick, a Raymond James branch manager in Atlanta, asked, “Why do we need technology?” He then answered, “We want to be in front of clients more.” To have an effective technology strategy, he recommends putting the CRM at the heart of the puzzle.
He showed that he goes beyond the usual use of CRM for just contact information, e-mail history, notes from reviews and social media links. He recommended entering anniversary dates, hobbies/interests, meeting preferences and more. CRM can also be the hub for financial information, accounts, holding data, portfolio models and tax details. Bank, CPA and attorney info should also be noted. Even link and track referrals.