Proactive shopper engagement by know-how has change into paramount, which implies the position of the CRM has developed. In an more and more unsure financial atmosphere, advisors should future-proof their enterprise fashions to scale operations and develop their attain. A key space to revisit is their CRM system, which has change into essential for delivering personalised providers 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, in regards to the present state and way forward for CRM techniques within the wealth administration trade.
Shannon and Doug talk about:
- The shift from conventional CRM techniques to extra built-in, automated options
- Key frustrations and want checklist objects for wealth administration corporations utilizing CRM techniques
- Variations in how corporations view CRMs as both operational instruments or shopper engagement instruments
- The position of CRM maturity and workflow customization in rising 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 guide leads an all-star crew 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 providers, Doug is obsessed with serving to corporations of all sizes ship distinctive shopper and advisor experiences.
