With the news this week that Zurich have taken the industry-leading step to provide overnight insurance datafeeds directly into XPLAN, we feel a ‘domino effect’ will ensue as many other product providers begin to build the infrastructure to follow suit. This will start to shift the focus more and more onto CRM systems as not only a ‘one-stop shop’ for client information, but also deepen their position as the focal point of every client relationship.
Whichever industry you are in and regardless of which CRM provider you currently use, one aspect of your Client Management System that you may have overlooked thus far is the ability for a CRM to connect to your various Social Media platforms.
Whilst on the surface it seems like just another way to check your LinkedIn, Facebook or Twitter feeds, remember – your clients are sharing their lives on Social Media each and every day.
House purchases, injuries, new jobs or divorces… all of these are life events that are often of great interest to Professional Advisers and should lead to a conversation with your clients. How powerful would it be to not only use your CRM as a hub of client data, but also to source opportunities to continually add value?
So when it comes to your CRM, consider whether you are paying for a glorified filing cabinet or a powerful hub for driving your client relationships.
Your clients are on Social Media and if you are ignoring them, the chances are that another Professional Adviser isn’t…
Until next time, have fun, take care and be social,