Ameriprise Financial’s New Customer Relationship Management System Helps Advisors Deliver Best-in-Class Service
December 12 2019 - 11:45AM
Business Wire
Ameriprise Financial, Inc. (NYSE: AMP) today 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 clients1 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.
“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.”
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.
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.
The conversion to Ameriprise CRM has been a priority for the
company and will be completed by year-end. For more information
about Ameriprise, visit Ameriprise.com. To learn more about
becoming an Ameriprise advisor, visit joinameriprise.com.
About Ameriprise Financial At Ameriprise Financial, we
have been helping people feel confident about their financial
future for more than 125 years. With extensive asset management,
advisory and insurance capabilities and a nationwide network of
approximately 10,000 financial advisors, we have the strength and
expertise to serve the full range of individual and institutional
investors' financial needs. For more information, or to find an
Ameriprise financial advisor, visit ameriprise.com.
© 2019 Ameriprise Financial, Inc. All rights reserved.
1 Ameriprise was rated #1 in the investment industry for
customer service. Rating based on responses to a consumer survey as
part of the Temkin Group’s 2017 Customer Service Ratings,
www.temkinratings.com. The Temkin Customer Service Ratings (TCSR)
is an openly available benchmarking metric for a critical customer
interaction. The TCSR is based on consumer feedback of their recent
interactions with companies. Consumers are asked to rate how
satisfied they are with recent customer service experiences.
Responses are on a scale from 1= “very dissatisfied” to 7= “very
satisfied,” TCSR is calculated by taking the percentage of
consumers that gave a rating of 6 or 7 and subtract the percentage
that gave a rating of 1, 2, or 3.
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version on businesswire.com: https://www.businesswire.com/news/home/20191212005600/en/
Kathleen McClung, Media Relations 612.678.1069
Kathleen.h.mcclung@ampf.com
Ameriprise Financial (NYSE:AMP)
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