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CRMA Client Acquisition Dashboard

By 11.28.23


This client acquisition dashboard for financial advisors focuses on lead and referral management. It enables advisors to prioritize activities that lead to revenue generation and strong client relationships by providing insights into lead sources, lead tracking, conversion rates, and processing times. Advisors can make informed decisions, identify valuable sources, and streamline their lead conversion process through data visualization and tracking tools. Watch this video to see it in action and learn more about our wealth management solutions here.

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