Ameriprise Financial’s New Customer Relationship Management System Helps Advisors Deliver Best-in-Class Service

Ameriprise Financial, Inc. 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.

“With Ameriprise CRM, we’re empowering our advisors to deliver that experience in a seamless and integrated way.”

“Behind every one of our advisors is a compelling suite of technology designed to enhance the client experience,” said Kim Hoversten, senior vice president of advisor operations at Ameriprise. “With Ameriprise CRM, we’re empowering our advisors to deliver that experience in a seamless and integrated way.”

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Ameriprise CRM puts more information at advisors’ fingertips, supporting best-in-class service.

The new system centralizes more than 200 data elements and makes it easier than ever for advisors to meet and communicate with clients, open new accounts, and smoothly conduct business. With Ameriprise CRM, advisors can tailor their services to the preferences of individual clients – including how often they meet and the desired format for meetings.

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Advisors get insights into data they care about as practice leaders, and tools to drive growth.

With Ameriprise CRM, advisors can harness data to better operate their practices. They can oversee their practices’ workflows, assign tasks to staff members, customize reports and dashboards, and track interactions with individual clients or their entire book of business. In addition, the enhanced system gives advisors new tools to market and grow their practices. For example, the “Campaigns” feature allows them to manage invitations and RSVPs, ensuring they have the desired turnout for marketing events and promotions.

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