What's the Future of Advisor CRM Software?

We got a glimpse of the future of advisor-focused CRM software during our first-ever AdviceTech.LIVE event. Four of the industry’s best CRM solutions joined panel moderator Toussaint Bailey, CEO & Principal of Enso Wealth, to talk about what advisors can expect from their solutions and the advisor tech community as a whole. 

We’ve pulled together some of the best insights and highlights from that panel so you can get a better understanding of how CRM software is evolving and what role it should play in your advisory firm’s technology stack.

Here’s what you need to know from the CRM panel.

Participants

 

What’s the Main Value Proposition of a CRM in an Advisory Business?

 
 
 
 

How do you Provide a Positive Data Migration Experience?

 
Carroll
 
 
 

What is the Future of Advisor CRM Software?

 
 
 
 

Looking to learn even more about the critical advisory tech solutions for your firm or business?

Click here to view our interactive Advisor Tech graphic to better understand where these tools are most effective and where advisory firms have clear gaps in their solutions.

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