Over two thirds (69%) of advisers are ready to "break up" with their CRM system, new research from Twenty7tec and Smart Money People has found. The study revealed that advisers’ relationships with these systems are coming under serious strain.
Dan Cooper is the Lead Editor at various esteemed publications including Mortgage Finance Gazette and Lexology. He covers a diverse range of topics such as the film industry, personal finance, and investment strategies, with a particular focus on the intersections of business, finance, and technology, including artificial intelligence and fintech. Dan's insights and expertise have been featured in notable outlets like PRODUCTION360°, OpEdNews, and Money Marketing.