Registration | Integrating Your Document Management and CRM

Improving Efficiency and Client Experience with CRM + Document Management

Data silos and inefficient workflows slow down client onboarding and hinder collaboration in financial services.

Carson Group, a leading wealth management firm, overcame these challenges by integrating their CRM (Salesforce) with their document management solution (Egnyte)—unlocking streamlined document management, seamless firm acquisitions, and a more connected client-advisor experience.

Watch our 30-minute session to discover how this integration drives:

● Reduced data silos, ensuring seamless information flow between teams.

● Improved client and staff experience through faster, more secure document access.

● Greater operational efficiency, allowing teams to focus on strategic client engagement.

Don’t miss this opportunity to see how the right technology can eliminate bottlenecks and elevate your firm’s productivity.

Register for On-Demand

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