CRM in financial services - The role of tech in FS digitisation | Episode 4

RocketPodUK

Nov 30 2022 • 33 mins

At a time of rising consumer demands and changing industry regulation, now is a critical time for wealth management to digitise their sales and distribution. Christopher Hess, a financial services strategist and digital transformation expert, explains the radical changes happening in financial services and the critical role that CRM plays in successful digitisation.

He goes on to explain the pain that CRM has delivered in the past and the many opportunities the ‘new generation’ of CRM software offers operators and intermediaries to transform their operations.

Hesmur is a digital transformation and strategic management consulting firm helping financial service organisations navigate and adapt to a rapidly changing data-driven world.

Chris is contactable on LinkedIn, or you can contact the Hesmur at hesmur.com or email info@hesmur.com Follow Hesmur on LinkedIn Follow Christopher Hess on LinkedIn.