Using Clients' AUM or Total Market Value for Segmentation
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Advisors who segment their clients can personalize their service, grow faster, and earn more. Watch as we use AUM or Total Market Value within CRM to segment clients into Service Tiers. Providing scalable ideas to help increase profitability and create a sustainable, growth-enabled business.
Guided Learning Inside CRM
Best-in-Class Outlook Integration
Accounting & Custodial Integrations
Using Clients' AUM for Segmentation