Pareto Platform Offers CRM for Financial Services
Pareto Platform has announced its CRM solution, designed exclusively for financial advisors. As reported on Investment Executive, the Pareto Platform Powered by Microsoft Dynamics CRM is a customized client relationship manager integrated with a complete suite of compliant practice management and business development tools and templates.
“Pareto says the CRM solution has a process that enables an advisor to build and strengthen client trust and chemistry by capturing and chronicling client information as their relationships unfold. By having a clear understanding of their family, occupation, recreational interests and their money, as well as having a simple and easy place to document and access all this information, advisors can make themselves indispensible to their clients.
“‘A financial advisor needs to be accountable to their client’s goals and objectives — not just their rates of return, and have a complete history of every activity that the advisor and his or her staff have ever engaged in with the client,’ adds David Miller, co-founder and co-CEO of Pareto Platform.”
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