The November 2022 Aite-Novarica Group report outlines the evolution from traditional CRM to Client Relationship Builder (CRB) in wealth management. CRBs offer a unified “single pane of glass” to integrate data, analytics, AI, and partner ecosystems, improving scalability and cross-platform integration. They address CRM shortcomings like poor optimization, fragmented access, and limited data capabilities. By enhancing data layers, automating workflows, and aligning with industry-specific needs, CRBs aim to boost advisor efficiency, deepen client engagement, and strengthen operational agility in competitive wealth management environments.

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