Why Financial Advisor CRMs No Longer Work and What Comes Next

Описание: Why are so many financial advisors frustrated with their CRM? In this on-demand webinar, Altitude CRM and Bill Good Marketing break down why the traditional CRM model is no longer keeping pace with how modern advisory firms actually operate and what is beginning to replace it.

According to a 2024 Citywire survey, 43 percent of advisors say they are frustrated with their CRM. The reason is not just features or interface design. Most CRM platforms were built decades ago around assumptions that never fully matched how advisors work and have not evolved with the reality of today’s advisory businesses. Even as financial planning tools, automation, data platforms, and AI have advanced, the core CRM architecture has largely stayed the same.

In this session, we explore why today’s CRMs have reached an innovation ceiling, why adding more features cannot fix outdated foundations, and why advisors continue to feel slowed down by systems that were supposed to help them grow.

You will learn how AI-native platforms are changing the advisor office by moving beyond surface-level AI features and instead building intelligence directly into the core of the software. We discuss what advisors actually need from their technology including reduced manual work, automatic opportunity capture, and systems that reflect real workflows rather than forcing workarounds.

This webinar was created in collaboration with Bill Good Marketing, the pioneer of advisor marketing and practice management best practices for over four decades. Together, we examine why the biggest breakthroughs in advisor technology are not coming from legacy CRM providers and why the future is being built by teams who truly understand advisor conversations, client relationships, operational realities, and growth strategies.

If you are searching for the best CRM for financial advisors, exploring AI CRM platforms, evaluating Wealthbox, Redtail, Salesforce Financial Services Cloud, HubSpot, or looking for the next generation of advisor technology, this session will give you a clear perspective on where the industry is headed.

Watch the full webinar to understand what is replacing the traditional CRM, how AI-native systems are redefining the advisor office, and what the next decade of financial advisor software will look like.

Altitude CRM is an AI-native CRM built specifically for financial advisors, RIAs, and wealth management firms. Created by the team behind Bill Good Marketing, Altitude combines CRM, marketing automation, practice management, and AI into a single operating system designed for how advisors actually work.