A Roundup Of Leading Advisor CRM Systems

Blane Warrene
02/12/10 4 PM EST
3.4
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Using the right CRM the right way can make a huge difference in your firm.

In this session, technology and operations consultants Blane Warrene and Neal Quon will show you the leading CRM systems and help you compare them.

You'll learn about:

  • Ebix SmartOffice
  • Junxure
  • Redtail Technologies
  • Salesforce
  • Key features to look for
  • Web-based or locally-hosted solutions
  • Startup costs, training, and ongoing license fees
  • An online tool to compare and contrast features

Warrene has 18 years of experience in broker/dealer and RIA technology and operations, focusing on investment and insurance systems integration, broker/dealer operations management, process design and implementation, and strategic planning.

Quon has more than 10 years experience as a financial advisor and a technology professional. His background includes managing his practice and serving in practice management and consulting roles with some of the top independent broker dealers in the United States. He has also worked with premier industry vendors including Albridge (a part of PNC Bank) and Cash Edge.

 

 

     

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(Updated: February 11, 2010)
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5.0

Very well done.

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5.0

Excellent! Terrific information!

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