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Blog & Articles of Financial Industry

Get the latest trends and Tips of Financial Industries.

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Why MFDs Need a WhatsApp-based Communication Strategy

❝If You’re Not Talking to Your Clients, Someone Else...

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SIP Failure? Here’s How MFDs Can Respond Faster & Smarter

Turn SIP failures into follow-up opportunities. Learn how MFDs...
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How Financial Firms Automate Lead Capture & Assignment

Stop sorting leads manually. Sanchay CRM auto-captures and assigns...
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Sanchay CRM Implementation Guide for Financial Advisors

#Chapter 3 - Learn how to choose the right...
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How to Choose the Right CRM Software For Financial Advisors

#Chapter 2 - Learn how to choose the right...
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Do You Really Need a CRM as a Financial Advisor?

#Chapter 1 - As a financial advisor, you have...
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Task Management for MFDs & FAs with Sanchay CRM

Learn how Sanchay CRM simplifies task management for Mutual...
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LinkedIn for Financial Advisors: The Ultimate Guide

Get more high-net-worth clients and nurture relationships with existing...
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