Proactive client engagement through technology has become paramount, which means the role of the CRM has evolved. In an increasingly uncertain economic environment, advisors must future-proof their business models to scale operations and expand their reach. A key area to revisit is their CRM system, which has become crucial for delivering personalized services and enhancing client engagement.
In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Doug Fritz, CEO and founder of F2 Strategy, about the current state and future of CRM systems in the wealth management industry.
Shannon and Doug discuss:
- The shift from traditional CRM systems to more integrated, automated solutions
- Key frustrations and wish list items for wealth management firms using CRM systems
- Differences in how firms view CRMs as either operational tools or client engagement tools
- The role of CRM maturity and workflow customization in increasing satisfaction
Connect with Shannon Rosic:
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About Our Guest:
Doug Fritz is the co-founder and CEO of F2 Strategy. Doug, a veteran CTO and sought-after WealthTech consultant leads an all-star team of executives in technology-driven operations, digital client engagement, performance, and implementation, among many other areas for clients. Through F2’s Outsourced CTO (OCTO) model and strategy consulting services, Doug is passionate about helping firms of all sizes deliver exceptional client and advisor experiences.
