Ameriprise - FinTecBuzz

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FinTecBuzz

by BusinessWire

Ameriprise Financial’s New CRM System Helps Advisors Deliver Best-in-Class Service

Asset Management

Ameriprise Financial’s New CRM System Helps Advisors Deliver Best-in-Class Service

December 13, 20193 min

Ameriprise Financial, Inc. (NYSE: AMP) today released details on how its new Customer Relationship Management (CRM) system further enables the firm’s approximately 10,000 financial advisors to deliver its award-winning customer service to clients and grow their practices. The new system, Ameriprise CRM, built on top of Salesforce Financial Services Cloud, makes it easier for advisors to provide a consistent, referable and advice-based experience to every client. “Behind every one of our advisors is a compelling...

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