Ameriprise Financial's New Customer Relationship Management System Helps Advisors Deliver Best-in-Class Service
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.
Advisors get insights into data they care about as practice leaders, and tools to drive growth.
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
© 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.
From Managing Resources to Managing Performance
Grand Opening Reception in Exhibit Hall
Sessions Details Coming Soon