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AMP prepares to switch on Salesforce CRM

By Allie Coyne

Feb 8 2018 11:56AM

In major advice overhaul.

AMP prepares to switch on Salesforce CRM

Wealth giant AMP is preparing to flick the switch on its new Salesforce customer relationship management (CRM) system as part of a broader overhaul of how the firm delivers advice to its customers. Last year AMP revealed its plans to reposition to a goals-based advice model, where its advisors ...

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