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Ameriprise Financial

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…