Tag: field marketing

How to Mine Customer Data from Financial Advisors

Filed in Marketing Automation on June 27, 2017 by
How to Mine Customer Data from Financial Advisors

Delicious customer data is locked up in your advisor’s laptops. The valuable results of candid customer conversations are sequestered with advisors in the field, but that data could do wonders for your organization. The data helps create a holistic view of your customers, build more engaging campaigns and inform high-level strategy. A clearer view of […]

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