CRM systems and financial advice

I totally agree Dylan. Advisers and Adviser Groups are starting to realise the commercial impact new regulations are placing on back office tasks. Managing a small number of clients say 50 is manageable via a manual system but as your client base continues to grow, it becomes too onerous to manage. Automating processes for compliance and marketing becomes critical to continue to provide a great customer experience whilst giving you the time to focus on growth rather than admin tasks.