Don't overlook these four areas that warrant compliance and regulatory input during a CRM implementation project

Forrester estimates that “new demands on the customer-facing parts of business will inevitably lead to new demands on the back-office systems that employees use to run the business…these systems will represent almost half of all tech spending in the US.” As it relates to financial service firms, this means that more support will be required to market to, onboard, and service clients and members – precisely the processes supported by CRM. Many financial services companies, though, miss or underestimate an important part of the equation when implementing a CRM solution: They don’t involve their compliance and regulatory teams in the development process.

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