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Follow on Google News | WorkPlay401(k) launches CRM for 401(k) advisorsBy: WorkPlay401(k) WorkPlay401( The Participant Engagement Platform was developed while working hand-in-hand with advisors and the result in an easy-to-use feature set that not only helps advisors support their existing participants, such as activity capturing, tasks, email templates, custom fields, tagging, and a content library, but also includes metrics and reporting that will help them win new business. "In order to provide the industry-leading level of service that is required to stand out in a crowded market 401(k) advisors are going to need to leverage software that helps them efficiently provide a personal touch," Will followed. About WorkPlay401( https://www.workplay401k.com End
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