CRM systems

Matt Schlueter, executive vice president of operations and technology solutions, spoke to Financial Planning about how tech stack flexibility and integration keep such a large organization running.

Hundreds of new tech offerings have entered the wealth management landscape the past five years, challenging the capabilities of traditional CRM systems. Is it time for advisors to rethink their CRMs?

Tech titans Envestnet and Salesforce said they are partnering to offer a broader, more streamlined platform for advisors.

Redtail's switch to a per-user subscription fee system is set to affect half of all financial advisory firms using CRM software.

Most firms rank technology as their most important strategic initiative — but they struggle with how to prioritize and implement change.

Treat the data hub like the complex entity that it is, one requiring constant attention from those operating it in every facet of the business.

Without its funhouse office, annual trips or volunteering events, the executive found ways to engage his staff virtually.

The bevy of choices can feel overwhelming. Here’s where experts recommend advisors get started.

The two companies have deep ties and are now formalizing the bond.

With marketing, reporting and the Junxure CRM, the acquisition brings much more than a robo advisor to the asset manager.

Your goal should be a visually compelling site with brief, concise content that immediately tells a visitor who you are, says marketing expert Dan Sondhelm.

For wealth management to achieve sustainable organic growth, the industry needs to boost the number of households served by financial advisors and firms, consultant Gavin Spitzner says in an episode of Financial Planning’s Invest Podcast.

The search is on for "potential strategic partners" says the robo advice provider's CEO, Rich Cancro.

A stroll down the corridors at professional gatherings is always a good idea. Here are ways to have the most fruitful conversations.

CEO Jim Cracchiolo says the firm is focused on “holistic advice rather than a free trade” after wealth management client assets reached a new high.

Tech is making it easier for advisors to break away, but navigating the complex vendor landscape can be challenging, says the firm's director of RIA practice management.

While some firms have been successful at leveraging technology to scale sales and marketing processes, others have failed.

The CRM giant is rolling out an analytics platform designed specifically for wealth advisors to help them track client behavior.

It’s not hard to envision Gen X advisors finally achieving things that many of us hoped would happen a decade or more ago.

The updates include access to the ultrahigh-net-worth portfolio management and customer relationship management systems.