Commonwealth Financial Network has released a revised version of its CRM 4.0 contact management system that includes two-way wireless synchronization, an updated Web-based calendar, a redesigned interface and other improvements based on feedback from independent investment advisors affiliated with the firm.
Commonwealth CRM 4.0 offers a more user-friendly experience for managing day-to-day tasks, said Michael Cano, Commonwealth advisor and founder and principal of Cano Wealth Strategies LLC, in a statement.
"Each piece of client information we need throughout the day is organized and managed via the new Commonwealth CRM," said Cano, who is based in Hightstown, N. J. "The system has allowed us to transition to a paperless office and has drastically improved our office's efficiency and productivity. Now, when a client calls, we can quickly look up the most recent letter, e-mail, or form we sent."
Along with the CRM contact management system, Commonwealth offers its 1,300 independent registered representatives a client management portal, Client360?.
