If you feel like your CRM slows you down instead of helping you move faster, you are not alone.
According to a 2024 Citywire survey, 43 percent of advisors say they are frustrated with their CRM.
And it is not hard to see why. Most CRMs feel clunky. They feel slow. They feel disconnected from how advisors actually work. That is because, in many ways, they are.
The core CRM model was designed decades ago around assumptions about how advisory firms operate. Those assumptions never fully matched reality. And they certainly have not kept up with how modern firms actually run today.
Even as advisor technology has evolved with better planning tools, automation, aggregators, and AI, the CRM itself has barely changed. Which creates a growing gap between how advisors work and how their software works. That gap is exactly what this session explores.
What’s Replacing the CRM
This recorded session breaks down why the traditional CRM model has reached its limits and what is coming next for the advisor office.
You will learn:
Why today’s CRMs have hit an innovation ceiling
- Most platforms are built on outdated architecture
- No amount of new features or interface polish can fix the foundation
What advisors actually need their software to do
- Less manual work
- Automatic opportunity capture
- Technology that reflects real workflows instead of forcing workarounds
How AI-native systems are redefining the advisor office
- Not AI “add-ons” or surface-level features
- Entire platforms designed around intelligence from the ground up
Why the biggest breakthroughs will not come from legacy CRM providers
- The future is being built by teams who understand advisor conversations
- Built around real client relationships, operations, and best practices
What the next decade of advisor technology will look like
- Not just a better CRM
- Something fundamentally different
If You Are Rethinking Your CRM, This Is Your Starting Point
If you have ever wondered why your CRM feels out of step with how your firm actually operates, this session will help you understand what is changing and why so many advisors are excited about what comes next.
Watch the full recording to see why the traditional CRM is being replaced and what the future of advisor technology really looks like.
Frantz Widmaier
Founder & CEO
Altitude CRM & Bill Good Marketing
