This week's Investment Week Articulate page sets out why customer relationship management is particu...
This week's Investment Week Articulate page sets out why customer relationship management is particularly important for adviser businesses both in terms of satisfying customer needs and meeting new FSA requirements. If there's a subject you'd like to see explored on this page, please email: [email protected] I used to live in a small village where the butcher's shop was a model of excellence. His shop was off the main road so all his custom was repeat business. Without recourse to expensive software he had an outstanding customer relationship system and practice. He exempli...
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