Your NM Digital Assistant
Overview
Product & Services
Whether you need CRM services such as CRM Duplicates Cleanup, Segmentation, Householding, Automation or if you need help with building your FR website, I am here to help. I have started in the insurance and financial services 13 years ago, 12 of those being with Northwestern Mutual. I combined my product knowledge with my expertise in NM technology and marketing to create this business.
Assistant turnover is unfortunately a big downside in the financial advisor practice. Time is spent on training new assistants and that time is taken away from important tasks such as communication with clients and running the business.
Leave tasks such as CRM cleanup to me. I will focus the project on your specific practice and needs.
Assistant turnover is unfortunately a big downside in the financial advisor practice. Time is spent on training new assistants and that time is taken away from important tasks such as communication with clients and running the business.
Leave tasks such as CRM cleanup to me. I will focus the project on your specific practice and needs.
In this area you can list out the key services and product groups that your business offers.
We cover all type of services but typically:
- Duplicate cleanup Segmentation cleanup CRM Appointment cleanup CRM Householding Sending Online Invitations Conducting a PX Cleanup Sharing PX Plans with clients FR website