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CRMA Client Interactions Dashboard

By 11.28.23


This client interactions dashboard helps advisors prioritize their tasks and make data-driven decisions. The Overview tab tracks client engagement based on days since the last interaction and AUM, enabling advisors to identify clients needing attention. The Activity History tab offers insights into time allocation, aiding discussions on strategy effectiveness and delegation within the team, ultimately improving time and resource efficiency. Watch this video to see it in action and learn more about our wealth management solutions here.

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