AI, Automation, and the Next Generation of CRM Solutions

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.