AMP prepares to switch on Salesforce CRM

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AMP prepares to switch on Salesforce CRM

In major advice overhaul.

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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amp crm financeit salesforce software

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