Improve the Productivity of Relationship Managers and Financial Advisors with Business iQ
Every job has its mundane administrative tasks, and we all hate them. In the world of wealth management, relationship managers are pressured to serve as many existing customers and prospects as they can with the ultimate goal of increasing the assets under management (AUM)—one of the key metrics used to measure their productivity. Similarly, in the insurance industry, financial advisors are driven to maximize their time with clients.