Scotia McLeod | Upgrading to Maximizer CRM solution increases value of relationships for financial services firm

“Financial services is an incredibly complex and competitive industry where expectations are high and customer loyalty can be hard to retain if you're not giving customers what they want. With our CRM system in place, we all have access to a single, unified system. We're already seeing the results of our marketing efforts as we can now direct the right message to the right customers and prospects at the right time.” Chris Carter, Associate Director and Branch Manager, ScotiaMcLeod

Tags: CRM, Customer Service, Scotia McLeod

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