Customer Success

Bert Ritsema

Act! CRM helps financial firm get personal

This financial services firm may have been providing advice to clients for nearly 30 years, but it has only just started using Act! CRM and is already seeing the benefits as it takes advantage of new opportunities previously missed.

“With Act! CRM, we have insights into a client’s situation that we didn’t have before.”

Corné Ritsema
Executive

Results

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