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We have developed a CRM, which is doing very well; however, in order for us to continue to grow, I'd like to understand what systems people are using at the moment, the issues you are having, what works well with your system and what you wished it would do.
We are consistently trying to make changes based on adviser feedback, as we are not another system that has experience in technology and builds a system that's trying to be too clever with no idea around the market. It needs to work for the adviser, not the other way around.
Appreciate any support.
