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Why Commonwealth Financial dumped Microsoft CRM and where the decision's go-it-alone hazards lie

At stake is what many consider the advisor nerve center of the Waltham, Mass.-based broker-dealer

Author Brooke Southall December 2, 2015 at 4:58 AM
1 Comment
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Matthew Weibler: Commonwealth’s new CRM is shockingly fast.


Stephen Winks

Stephen Winks

December 3, 2015 — 5:24 AM

One day CRM vendors will see the importance of prudent process in streamlining cost, enhancing the advisors value proposition and being the driving force of the advisor’s professional standing. CRM is an excellent utility but pales in significance to the advisors ability to actually render advice.

Stephen Winks.

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