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Chen Lee Chiu

Chen is a custom Reporting Specialist at AdvisorEngine. He works tirelessly to ensure that our clients receive top-notch service and support – enabling them to use all the AdvisorEngine products to their advantage. Prior to AdvisorEngine, Chen worked at Gulfstream Aerospace as a Technical Support Analyst.

Blog Feature

Financial Advisors  |  Junxure CRM  |  Wealth Management

How CRM Helps Financial Advisors Deliver Personalized Newsletters with Ease

As the seasons change and holidays come and go, it's very important that you keep in touch with your clients in different ways. Newsletters can be an effective tool for doing so – allowing you to deepen relationships with your existing client base and connect with new prospects. By using your CRM (Client Relationship Management) system effectively, you can deliver newsletters in an organized and thoughtful way. One challenge of delivering quality newsletters is dealing with scattered information. Most financial advisory firms store data all over the place - within portfolio management systems, custodian portals, windows files folders, email systems. Wouldn’t it be great to collect this data all in one spot? Imagine if all of your client information could be found in one place - it sure would make sending any and all communications easier. Based on my experience serving financial advisors, below is my perspective on how to harness your CRM to deliver a great newsletter.

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