Accelerating Wealth Management Through CRM Technology

Accelerating Wealth Management Through CRM Technology

Customer relationship management solutions have been in high demand as new regulatory pressures have amplified the necessity for firms to provide transparency with their clients. This push for transparency is also persuading many financial institutions to re-evaluate the role of CRM within their organizations, and many are seeing it as an opportunity for them to offer top-tier customer service. However, this migration is not without its challenges as FIs face hurdles with CRM spending and the vast number of CRM providers. What can FIs do to make sure that they are pairing up with the right CRM solution for their customers, and how can vendors position themselves to be a more attractive match for these FIs?

Join Aite Group senior analyst Isabella Fonseca for an insightful webinar that will highlight some of the key findings from her recent report, Next-Era Wealth Management CRM. Some of the topics will include primary pain points faced by FIs when it comes to CRM spending, the challenges they face while building a better customer experience, and what the CRM technology landscape looks like.

Key discussion points include:

  • The state of CRM solutions for wealth management
  • How FIs are using CRM technology to drive better relationships with their customers
  • Key industry findings and metrics around CRM technology
  • FIs’ considerations when selecting a CRM vendor
  • Opportunities for technology providers in the wealth management industry

Aite Group Wealth Management clients can access the full webinar by logging into our website.

For more information about this topic or other Aite Group services, please contact us at

Accelerating Wealth Management Through CRM Technology

September 21, 2017
Thursday, September 21 | 11 a.m. ET

Isabella Fonseca is a senior member on Aite Group’s Wealth Management team. Isabella has over 20 years of experience as an international consultant to companies in North America, Europe, and Latin America. She specializes in the wealth management market, advising banks, brokerages, asset management firms, insurance companies, and technology firms on business, product, and technology strategy. Isabella brings to Aite Group a deep understanding of the financial services marketplace and structure as well as technology solution knowledge in the wealth management industry across regions.