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AI, Automation, and the Next Generation of CRM Solutions
Episode 234
Show Highlights:
-The shift from static databases to intelligent, proactive CRMs.
-How AI and automation streamline advisor workflows and client communications.
-Real stories on personalization, from birthday emails to portfolio updates.
-Why understanding acquisition costs is critical for advisors.
-Best practices for securing client data and minimizing risk.
-How intelligent CRMs can differentiate advisors in a competitive marketplace.
Tune in as Brian and Sue provide a forward-looking perspective on the role technology will play in the advisor-client relationship and how firms can prepare for the next generation of CRM solutions.
Published on 4 weeks ago