Did your firm's CRM2 Reports make the grade?

See how your firm compares to industry peers with a CRM2 Report Card.

Now that many of the CRM2 reports have been sent out, there’s a great deal of industry interest in the look and content of other dealer firms' reports ... and their impact on the client experience. 

At CRM2 Navigator, we’ve reviewed and analyzed a wide range of CRM2 Reports from across the industry. For firms that are interested in assessing the strengths and weaknesses of their approach to CRM2 reporting, we offer a customized CRM2 Report Card.

Your CRM2 Report Card will provide detailed peer comparisons, an assessment of the impact on the client experience, and recommendations for best practices. Your CRM2 Report Card will identify how to improve your CRM2 Reports, augment your client experience and reduce your costs.  


Improve your CRM2 Reports

You’ll receive a comprehensive analysis of your approach to CRM2 reporting based on our regulatory expertise, industry best practices, and our research insights into report methodology, content and design.

Augment your client experience

Our specific recommendations will demonstrate how to improve the client experience and facilitate comprehension.

Reduce your costs

Discover how production efficiencies can save you money while delivering a more client-friendly report.


For information about pricing and to request a CRM2 Report Card for your firm, please contact: Dave Carr-Pries at 416.527.0323 | email Dave Carr-Pries