Wealth management firms face critical CRM system challenges, with only 15% reporting full adoption and 48% struggling with integration, resulting in reduced advisor productivity and poor client experiences. Despite prioritizing advisor experience and workflow automation, most firms lack robust analytics and automation capabilities. Confidence in CRM vendors is low—only 15% believe vendors will resolve key issues, while 25% are considering system replacements. AI presents an opportunity to fix data and workflow gaps, but vendors must first master integration and analytics to restore trust and enable effective, personalized client engagement.

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