AdviceTech Podcast 95 – CRM Special

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Earn 0.60 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection General 0.60 CPD Pts

Complete the quiz to earn 0.60 CPD Points

Quiz

Podcast

AdviceTech Podcast 95 – CRM Special

Quiz

The quiz will appear once you’ve completed the podcast.

Complete the quiz to earn 0.60 CPD points.

1. What is one key benefit of implementing a robust CRM in a financial services firm?

Ensuring compliance with ASIC regulations
Automating client data management and improving workflows
Increasing team salaries

2. Why is personalisation in CRM important for wealth management?

It ensures compliance with regulatory standards
It improves client satisfaction and retention
It reduces operational costs significantly

3. Which regulation mandates the management of client complaints in financial services?

ASIC RG 217
APRA Rule 500
Privacy Act 1988

Details

In this episode, Pat speaks with Alex Walker, Enterprise SAAS Specialist. They explore the benefits of using CRM, such as capturing customer interactions, improving processes, and providing personalized customer service. They also touch on the role of AI in CRM and the challenges businesses face in implementing CRM effectively. Accreditation Points Allocation: Technical Competence 0.2 Client Care and Practice 0.2 Regulatory Compliance and Consumer Protection 0.1 General 0.1 Total CPD Points: 0.60

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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AdviceTech Podcast 95 – CRM Special

Podcast

AdviceTech Podcast 95 – CRM Special

Quiz

Details

Learning Outcomes

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