Making CRM2 a Positive Client Experience

This week’s IE article on CRM2 fostering stronger client relationships is a rare and welcome view on the regulation.  Now that CRM2 is a reality, why not make the fee disclosure conversation a positive one with your clients?  The article encourages the use of technology to share valuable information with your clients and we couldn’t agree more. The Fund Fact is an ideal prop to assist with the fee disclosure conversation with clients – by forwarding the document in advance of a meeting, the client is prepared for your fee disclosure conversation. At we have taken the technology one step further by combining the Fund Facts delivery platform with important CRM2 tips and an audit trail that helps and advisor track these conversations for compliance purposes.  And we are discussing a range of new features with our clients – including a CRM2 calculator that makes fee calculation simple – and the subsequent client conversation more confident. Compliance can be a major burden but as this article points out, it can also be an opportunity!