Is AI Going to Replace CRM?
Datos Insights surveyed 436 financial advisors and 71 wealth management executives to find out. Wally Okby of Datos Insights joins Adrian Johnstone, CEO of Practifi, for a live conversation about what those respondents actually say about the relationship between AI and CRM.
In this session, you’ll hear directly from our research:
- Why CRM ranks as the second most valued tool in the advisory stack, and what that means for your technology strategy
- Why advisors with the greatest familiarity with AI are also the most committed CRM users
- Where firms are directing their AI investments, and why every top priority is a CRM-native function
- How Practifi is delivering on the AI and CRM equation today, and where the platform is headed next
The session is designed for firm leaders evaluating their technology roadmap, advisors navigating the AI landscape, and technology leaders planning their next investment. Live Q&A is included, and all registrants will receive access to the replay and the full white paper.
