Proactive shopper engagement by way of expertise has change into paramount, which suggests the function of the CRM has advanced. In an more and more unsure financial surroundings, advisors should future-proof their enterprise fashions to scale operations and broaden their attain. A key space to revisit is their CRM system, which has change into essential for delivering customized companies and enhancing shopper engagement.
On this episode, Shannon Rosic, director of WealthStack content material and options, speaks with Doug Fritz, CEO and founding father of F2 Technique, concerning the present state and way forward for CRM methods within the wealth administration trade.
Shannon and Doug talk about:
- The shift from conventional CRM methods to extra built-in, automated options
- Key frustrations and need record gadgets for wealth administration companies utilizing CRM methods
- Variations in how companies view CRMs as both operational instruments or shopper engagement instruments
- The function of CRM maturity and workflow customization in growing satisfaction
Join with Shannon Rosic:
Join with Doug Fritz:
About Our Visitor:
Doug Fritz is the co-founder and CEO of F2 Technique. Doug, a veteran CTO and sought-after WealthTech advisor leads an all-star workforce of executives in technology-driven operations, digital shopper engagement, efficiency, and implementation, amongst many different areas for purchasers. Via F2’s Outsourced CTO (OCTO) mannequin and technique consulting companies, Doug is keen about serving to companies of all sizes ship distinctive shopper and advisor experiences.