The quiz will appear once you’ve completed the podcast.
Complete the quiz to earn 0.60 CPD points.
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1. What is one key benefit of implementing a robust CRM in a financial services firm?
2. Why is personalisation in CRM important for wealth management?
3. Which regulation mandates the management of client complaints in financial services?
Quiz Results: 0/3 (0%)
Question 1:Correct
Question 2:Correct
Question 3:Correct
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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