U.S. Retirement Partners Launches Client 4 Life Management System
Innovative CRM Platform for Advisors
Iselin, NJ, March 10, 2016—U.S. Retirement Partners (USRP) has announced today that it has launched the Client 4 Life Management System (C4L) within the organization, with plans to implement it throughout the company over the coming year.
The Client for Life Management System utilizes the cloud-based Salesforce CRM platform enhanced by “Wealth Plus,” a specialty financial services package provided by AppCrown, LLC. With a dedicated C4L team managing the process, Advisors can focus on more efficiently servicing their clients. This system will facilitate deeper client interaction and improved Advisor productivity.
“We recognized that Advisors’ practices need better tools to help them manage their practice. C4L helps Advisors deliver heightened services, stay organized, and work smarter,” says C4L President, Korbin King. “Clients love the C4L experience because they enjoy continuous communication and excellent service. We pursue a very simple goal … to facilitate better client service.”