Proactive customer engagement through technology has become paramount, meaning the role of CRM has evolved. In an increasingly uncertain economic environment, advisors must future-proof their business models to scale operations and expand their reach. A key area to review is their CRM system, which has become crucial for providing personalized service and increasing customer engagement.

In this episode, Shannon Rosic, WealthStack's director of content and solutions, talks with Doug Fritz, CEO and founder of F2 Strategy, about the current state and future of CRM systems in the wealth management industry.

Shannon and Doug discuss:

• Shifting from traditional CRM systems to more integrated and automated solutions
• Top frustrations and wish list items for wealth management firms using CRM systems
• Differences in how firms view CRMs as either operational tools or customer engagement tools
• The role of CRM maturity and workflow customization in increasing satisfaction

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About our guest:

Doug Fritz is the co-founder and CEO of F2 Strategy. Doug, a veteran CTO and sought-after WealthTech consultant leads an all-star leadership team in technology-driven operations, digital customer engagement, performance and implementation, among many other areas for clients. Through F2's Outsourced CTO (OCTO) model and strategic consulting services, Doug is passionate about helping firms of all sizes deliver outstanding client and advisor experiences.