It integrates Form 5500 data with a customer relationship management system.
Tag: customer relationship management
Chatbots, automated voice services, smart CRM systems and data mining are the main ways that retirement plan advisers today are using artificial intelligence.
The program’s aim is to help advisers streamline their practices.
The messages will be compliant with FINRA regulations and Lincoln’s own internal broker/dealer controls.
The system analyzes emails, notes and text messages to predict client needs.