How to use mobile technology to increase financial services CRM

Using mobile devices such as smartphones and tablets is one of the main ways that upscale financial services companies can increase customer interaction and build loyalty.

Affluent consumers, more than anyone else, expect to interact with their financial services representatives both in-person and not via with mobile devices such as smartphones and tablets. Providing a comprehensive and consistent mobile strategy for consumers will help to increase brand loyalty.

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How to use mobile technology to increase financial services CRM
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