On Demand Webcast: ADVISOR IN A BOX – Leveraging CRM, Mobile and Cloud Solutions to Produce More For Your Customer and Your Company
Event ID: 1032581418
Language(s): English.
Product(s): Microsoft cloud services, Microsoft Dynamics CRM and Microsoft technologies.
Audience(s): Consumer Who Works.
Financial Advisors are more mobile than ever.  But this doesn’t necessarily mean more productive.  In fact, we see how new devices and old systems can actually hurt advisor productivity.  This webinar will highlight how Microsoft is helping financial advisors in private banking, wealth management, and insurance get beyond the current predicament of connected devices and legacy systems and into a world of streamlined sales, customer care and increased productivity.  Learn how phones, tablets and PCs can all share the same information and experience, and give you the tools to help you over achieve as a financial advisor.
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Duration: 1 hour(s)
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