How satisfied are you with your CRM?

Wealthtech experts are calling into question traditional CRM systems that are often core to how advisors operate daily.

With so many new tech providers entering the market in recent years, long-standing CRM interfaces are looking increasingly outdated. To be fair, new tech providers will make this point in order to win business. But even well-known CRM providers, like Orion, are working to stay ahead of the curve while having an open integration with new players.

Find out what's going on with CRMs here, and much more at Financial Planning.

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