Elie Najm

3 articles on the CRM Consulting blog.

Apr 25, 2023 · 6 min read
Digital Transformation in Wealth Management: A Beginner’s guide - Part 1
Wealth management firms that have reached a high level of digital maturity have observed enhancements in various crucial performance measures.
Elie Najm
Apr 20, 2023 · 2 min read
Putting Your CRM to Work: 4 Proven Ways to Drive Revenue
79% of marketing leads never convert into sales, often due to poor follow-up or lack of lead nurturing.
Elie Najm
Mar 15, 2023 · 3 min read
Robo-Advice and Its Impact on Financial Advisors
*In the Robo-Advisors segment, the number of users is expected to amount to 543.167m users by 2027.
Elie Najm