Just Wealth: Deploys Openwork-developed CRM system
- Just Wealth is an innovative digital wealth management business providing services to overcharged and underserved investors across Canada
- Implemented a state-of-the-art customer relationship management (CRM) system
- Developed by The Openwork Partnership, the new system will enable advisers to better manage client relationships
- The system is constantly being improved and upgraded, and is crucial to help advisers to manage the current surge of clients
- The end-to-end system provides a suite of client management instruments, including a client portal, productivity management tools
- ConcertHub also provides an advice and compliance toolkit to ensure financial advisers remain compliant
