Wealth managers want vendors to reimagine how CRM systems can serve their evolving needs. AI can help, but the foundation for market success in wealth management CRM requires vendors to first master core data analytics capabilities, which enables broader system adoption through seamless integration, ultimately delivering the advisor empowerment that firms demand—a journey supported by clear statistics at each critical stage.
This report dives into data on the major pain points in wealth management CRM systems and discusses actions vendors can take to meet their needs, including the role AI will play. It is based on a Q3 to Q4 2024 survey of 21 wealth management executives from the Datos Insights Wealth Management Research Council.
Clients of Datos Insights’ Wealth Management service can download this report.
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