When a loved one is lost, that person's finances are the last thing anyone wants to deal with. It's adding insult to massive injury and tends to be a drawn-out ordeal.

But, for those that work at financial institutions, it's a recurring process –– one with a whole lot of complicated steps and potential pitfalls. How can team members lend a truly listening and sympathetic ear when they're overcome with paperwork?

Enter CRMNEXT. The right technology partner can simplify these workflows and make an already delicate situation run seamlessly.