Using Customer Relationship Management and Onboarding Solutions to Improve the Customer Experience
Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
31 January 2018
Customer Relationship Management and automated Onboarding solutions are key technologies that can be used to enhance the client relationship and make life easier for advisors. This whitepaper explores the differences and benefits of each technology, explains how and when to use each, and demonstrates how the two can work together for the benefit of end investors.