Winston-Salem, NC (PRWEB) April 01, 2014
Chris Martinez, CFP®, Managing Director for Oakbrook Solutions’ Family Office Practice will host a CRM Solutions webinar on April 9, 2014 at 10 am CDT for Family Office Exchange (FOX) members. This webinar, titled “CRM Interoperability with Family Office Systems”, will provide insight on how family offices can leverage CRM to accomplish their firm goals.
As family offices increase advisor productivity in client service and business development, family offices and wealth advisors have a greater need for integrated CRM solutions that enable them to:
- Deliver consistently exceptional and highly personalized service,
- Seamlessly coordinate cross-functional activities, and
- Manage multifaceted relationships among the families they serve and their trusted advisors.
In this 90-minute webinar, Martinez will focus on key considerations for:
- Assessing needs, readiness, and selecting a CRM solution;
- Integration and interoperability of existing CRM systems within the family office; and;
- Maximizing adoption and benefits of an integrated CRM solution.
Additionally, Susan Devlin of Pitcairn and Ed Wright of Piedmont Trust will share perspectives on their CRM implementations and highlight lessons learned.
”We are continually being asked by wealth advisors and family offices how to better leverage and integrate CRM in their practices, so they can unlock the productivity and client engagement benefits,” said Martinez. “We thank FOX for facilitating this webinar and hope this will increase firms’ confidence and understanding around how to best integrate CRM into their daily activities. Firms seeking a new or replacement CRM system would also benefit from this presentation.”
To register for the webinar, please go to https://www.familyoffice.com/learning-events/webinars/webinar-crm-solutions-interoperability-existing-fo-systems.
If you would like a copy of the presentation or would like to discuss this topic, please contact Chris Martinez at cmartinez(at)oakbrooksolutions(dot)com or 312.803.1795.
About Oakbrook Solutions:
Since 1999 Oakbrook Solutions Inc. has been the leading systems, process, and delivery expert for the Wealth Management industry. We provide consulting services and solutions that solve problems commonly faced within our industry and have helped family office firms like Rockefeller & Co. increase competitiveness and efficiency through optimizing the use of technology and talent. Through our focus, expertise, and commitment to our clients, we have successfully serviced firms of all sizes, from start-up organizations to the world’s largest financial institutions.