TNP rolls out its own CRM
Thursday, November 8th 2012, 1:24PM 3 Comments
TNP is launching a new CRM tool for advisers at its conference this week. The first part of PROfile, built with Iress and Konnect, will allow risk advisers to do quotes and reports.
"PROfile is not just a quick and dirty quoting tool" TNP managing director Jeff Page says. "it's a compliant and accurate tool".
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