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https://www.capterra.com/financial-crm-software/
Find and compare Financial CRM software. Free, interactive tool to quickly narrow your choices and contact multiple vendors. menu. ... Customer Support & Service and Inventory Management in a single business system. ... Keep track of clients, deals, and projects all in one place. Integrate with Apple Mail.
https://www.zendesk.com/support/details/client-tracking-software/
Managing these concerns with an efficient client tracking software solution is the most important aspect of customer relationships that a company can provide to give clients want they want – quick and easy resolutions to their issues.
https://files.nc.gov/ncdhhs/3.9%20Financial%20Assistance%20Tracking%20Form%202020.v1.pdf
3.9 NC ESG RRH and Prev Financial Assistance Tracker 2020v.1 3.9 NC ESG Rapid Rehousing and Prevention Financial Assistance Tracker HMIS/DV ID Number:_____Client Name_____ The form is a required tool to track financial services provided to household by the NC ESG program
https://www.theadvisorcoach.com/15-step-client-onboarding-checklist-onboarding-process-for-financial-services.html
NOTE: If you’re a new financial advisor, make sure you check out Your First Year As A Financial Advisor, where I reveal several things every new financial advisor ought to know. A financial advisor’s client onboarding process is one of the most important parts of an advisor-client relationship.
https://www.salesforce.com/products/sales-cloud/features/contact-management-software/
Contact management can no longer be done effectively with spreadsheets. To succeed in today’s competitive sales landscape, you need a web-based contact management software that delivers a 360-degree view of your customers, including activity history, customer communications, internal account discussions, and even social data.
https://www.williamslea.com/services/financial-support-services
Our specialists combine a process approach with financial expertise to quickly and efficiently review, validate and process accounts receivable information. We also provide support for collections including late payment identification, monthly aging report distribution and fee earner open receivables tracking.
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