Commonwealth Independent Advisor

Ben Davis

Ben Davis is the CRM product manager at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. In his role, Ben is charged with ensuring that the firm’s CRM system meets the needs of affiliated advisors. Through in-person visits and phone conversations, he is able to define and plan both near-term enhancements for CRM, as well as a long-range road map and vision for the product. Ben graduated from Bentley University with a degree in computer information systems.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Why All Financial Advisors Need a CRM System

Why All Financial Advisors Need a CRM System

Posted by Ben Davis

November 12, 2014 at 1:30 PM

A customer relationship management (CRM) system can not only help you form and maintain strong relationships with your clients, but it can also streamline your office procedures and boost efficiency. Not quite convinced? Here's a fictional example of why all financial advisors need a CRM system.

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Topics: Technology

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