CRM systems in financial advice remain a common source of frustration. Most were built for a different generation of workflow and now sit at the centre of every regulatory, service and commercial process.
Questions to open the discussion:
- Which one or two CRM improvements would most improve your working week?
- Where do current systems get in the way of good client outcomes?
- Which integrations — cashflow, platforms, protection, back office — feel most overdue?
General observations are welcome. Please avoid promoting specific vendors.
This thread is an editorial prompt from Adviser Forum. Please answer from your own experience rather than on behalf of the profession, avoid presenting any response as regulatory or legal guidance, and strip out any detail that could identify a client, a case or an individual member of staff.