Geneos Wealth Management Unveils State-of-the-Art CRM System for Top Financial Advisors
Wednesday, January 28th, 2009Denver, CO–January 28, 2009–Geneos Wealth Management, Inc. (Geneos), a Denver-based broker/dealer serving elite financial advisors, today announced the latest improvement to its industry-leading technology platform: Artesian CRM 3.0, an enhanced ‘Customer Relationship Management’ (CRM) tool designed to be the financial industry’s easiest to use for advisors.
The new web-based system has a unique “process” driven feature [...]
