Move Beyond Traditional CRM: Enable Your Firm with Business Intelligence - ILTACON 2022
Gaylord National Resort: National Harbor, MD
Access to data (and the insights it provides) is fundamental to client success. Getting partners and professionals on board with a traditional CRM remains a challenge. During this session, Chief Business Development Officer Kelly Harbour will explore how your CRM can break from tradition to work for your firm and its unique needs, eliminating the manual effort required of marketing teams. By unifying data across the applications your professionals use every day, your firm can strengthen client relationships, enhance its brand, empower firmwide consistency and collaboration, and drive revenue growth.