Discover how you can integrate firm and third-party data to maximize the value of your CRM. Join us for an engaging roundtable lunch session, where our panel of industry experts will answer your top CRM questions and provide actionable insights to help supercharge your CRM solution. You’ll also have the opportunity to connect and share best practices with peers who are facing similar challenges.
- Explore effective ways to overcome common CRM challenges
- Discover which integrations and key data points are most frequently incorporated into CRMs
- Learn how you can enhance your CRM functionality by integrating firm-specific and external data
Space for this roundtable lunch session is limited, so register now.
Agenda
- Lunch and panel discussion (Lunch will be provided)
- Q&A
- Networking
